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Advisor at GRACE FINANCIAL ADVISORS LLC
WEST CHESTER, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GRACE FINANCIAL ADVISORS LLC | State registered | Jun 29, 2017 | n/a | yes | WEST CHESTER, PA | Current employment |
| HARBOR FINANCIAL SERVICES, LLC | Former SEC adviser | Mar 4, 2009 | Jul 18, 2017 | no | DALLAS, TX|MOBILE, AL|NEWTOWN SQUARE, PA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Mar 16, 2005 | Jan 13, 2006 | no | BOOTHWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HARBOR FINANCIAL SERVICES, LLC | GRACE FINANCIAL ADVISORS LLC | Jul 18, 2017 | Jun 29, 2017 | -19 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | HARBOR FINANCIAL SERVICES, LLC | Jan 13, 2006 | Mar 4, 2009 | 1,146 | Firm change after gap | Other |