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Advisor at JFS WEALTH ADVISORS, LLC
PITTSBURGH, 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 |
|---|---|---|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | Independent wealth | Nov 26, 2014 | n/a | yes | PITTSBURGH, PA | Current employment |
| ASSEMBLY WEALTH | Independent wealth | Nov 12, 2009 | Aug 1, 2014 | no | MILL VALLEY, CA|WEST CHESTER, PA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Sep 23, 2005 | Nov 3, 2009 | no | WOODSIDE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASSEMBLY WEALTH | JFS WEALTH ADVISORS, LLC | Aug 1, 2014 | Nov 26, 2014 | 117 | Firm change | Other |
| FISHER INVESTMENTS | ASSEMBLY WEALTH | Nov 3, 2009 | Nov 12, 2009 | 9 | Firm change | Other |