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Advisor at BLUESPHERE ADVISORS LLC
EAST NORRITON, 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 |
|---|---|---|---|---|---|---|
| BLUESPHERE ADVISORS LLC | Independent wealth | Jul 31, 2018 | n/a | yes | EAST NORRITON, PA | Current employment |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Aug 29, 2017 | Aug 1, 2018 | no | YARDLEY, PA|MCLEAN, VA | Previous registration |
| STONE TORO INVESTMENT ADVISERS | Former SEC adviser | Jun 1, 2016 | Aug 25, 2017 | no | PRINCETON, NJ | Previous registration |
| BLUESTONE CAPITAL MANAGEMENT, LLC | Asset manager | Sep 23, 2011 | Dec 24, 2014 | no | WAYNE, PA | Previous registration |
| VALLEY BROOK CAPITAL GROUP | Independent wealth | May 21, 2010 | Nov 10, 2011 | no | KING OF PRUSSIA, PA | Previous registration |
| AMERISERV WEALTH ADVISORS INC | Other adviser | Jan 21, 2010 | May 12, 2010 | no | n/a | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Sep 11, 2006 | Aug 24, 2007 | no | BERWYN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | BLUESPHERE ADVISORS LLC | Aug 1, 2018 | Jul 31, 2018 | -1 | Firm change | Other |
| STONE TORO INVESTMENT ADVISERS | SPIRE WEALTH MANAGEMENT, LLC | Aug 25, 2017 | Aug 29, 2017 | 4 | Firm change | Other |
| BLUESTONE CAPITAL MANAGEMENT, LLC | STONE TORO INVESTMENT ADVISERS | Dec 24, 2014 | Jun 1, 2016 | 525 | Firm change after gap | Other |
| VALLEY BROOK CAPITAL GROUP | BLUESTONE CAPITAL MANAGEMENT, LLC | Nov 10, 2011 | Sep 23, 2011 | -48 | Firm change after gap | Other |
| AMERISERV WEALTH ADVISORS INC | VALLEY BROOK CAPITAL GROUP | May 12, 2010 | May 21, 2010 | 9 | Firm change | Other |
| BRINKER CAPITAL INC | AMERISERV WEALTH ADVISORS INC | Aug 24, 2007 | Jan 21, 2010 | 881 | Firm change after gap | Other |