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Advisor at PNC WEALTH MANAGEMENT
WORTHINGTON, OH | COLUMBUS, OH
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 |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 2, 2021 | n/a | yes | COLUMBUS, OH|WORTHINGTON, OH | Current employment |
| CANTOR FITZGERALD INVESTMENT ADVISORS | Mixed wealth | Aug 1, 2018 | Mar 6, 2019 | no | NEW YORK, NY | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Dec 13, 2016 | Mar 2, 2018 | no | DUBLIN, OH|Galena, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS | PNC WEALTH MANAGEMENT | Mar 6, 2019 | Sep 2, 2021 | 911 | Firm change after gap | Other |
| ADVICE AND PLANNING SERVICES | CANTOR FITZGERALD INVESTMENT ADVISORS | Mar 2, 2018 | Aug 1, 2018 | 152 | Firm change | Other |