DFX Intelligence
Reading the graph
Reading the graph
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Advisor at I••••••••• F•••••••• P•••••••
••• Locked
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 |
|---|---|---|---|---|---|---|
| I••••••••• F•••••••• P••••••• | Bd affiliated wealth | Jun 26, 2024 | n/a | yes | Hunt Valley, MD|TAMPA, FL | Current employment |
| M••••••••• W•••••• L•• | State registered | May 20, 2024 | n/a | yes | HUNT VALLEY, MD | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R••••• I••••••••• A•••••••• I•• | M••••••••• W•••••• L•• | Jun 28, 2024 | May 20, 2024 | -39 | Firm change after gap | Ibd to state RIA |
| J••••• M••••••••• S•••• L•• | R••••• I••••••••• A•••••••• I•• | Jul 30, 2013 | Jul 29, 2013 |
| R••••• I••••••••• A•••••••• I•• |
| Bd affiliated wealth |
| Jul 29, 2013 |
| Jun 28, 2024 |
| no |
| WILMINGTON, DE |
| Previous registration |
| J••••• M••••••••• S•••• L•• | Bd affiliated wealth | Jul 11, 2008 | Jul 30, 2013 | no | COCKEYSVILL, MD|TOWSON, MD | Previous registration |
| F•••••• B•••• W••••• L•• | n/a | Apr 23, 2001 | Jul 14, 2008 | no | HUNT VALLEY, MD|HUNT VALLEY, MD | Previous registration |
| -1 |
| Firm change |
| Other |
| F•••••• B•••• W••••• L•• | J••••• M••••••••• S•••• L•• | Jul 14, 2008 | Jul 11, 2008 | -3 | Firm change | Other |