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Advisor at WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Penn Run, PA | WILMINGTON, DE
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 |
|---|---|---|---|---|---|---|
| WILMINGTON TRUST INVESTMENT ADVISORS, INC. | Other adviser | Mar 4, 2025 | n/a | yes | Penn Run, PA|WILMINGTON, DE | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 25, 2020 | May 10, 2022 | no | JOHNSTOWN, PA | Previous registration |
| TRUSTMONT ADVISORY GROUP, INC. | Bd affiliated wealth | Aug 1, 2017 | Sep 17, 2018 | no | GREENSBURG, PA | Previous registration |
| INVESTMENT PROFESSIONALS, INC. | Former SEC adviser | Dec 3, 2008 | Dec 20, 2016 | no | SAN ANTONIO, TX|INDIANA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | May 10, 2022 | Mar 4, 2025 | 1,029 | Firm change after gap | Other |
| TRUSTMONT ADVISORY GROUP, INC. | LPL FINANCIAL LLC | Sep 17, 2018 | Mar 25, 2020 | 555 | Firm change after gap | Ibd to ibd |
| INVESTMENT PROFESSIONALS, INC. | TRUSTMONT ADVISORY GROUP, INC. | Dec 20, 2016 | Aug 1, 2017 | 224 | Firm change | Other |