DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOUNDRY WEALTH ADVISORS, LLC
BALTIMORE, MD
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 |
|---|---|---|---|---|---|---|
| FOUNDRY WEALTH ADVISORS, LLC | Independent wealth | Jun 11, 2019 | n/a | yes | BALTIMORE, MD | Current employment |
| JEMMA FINANCIAL SERVICES | Independent wealth | Sep 2, 2016 | Feb 27, 2020 | no | Baltimore, MD|BALTIMORE, MD | Previous registration |
| REALTA INVESTMENT ADVISORS, INC | Bd affiliated wealth | Feb 16, 2012 | Sep 14, 2016 | no | WILMINGTON, DE | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 2, 2004 | Jun 3, 2011 | no | PHOENIX, MD|BEL AIR, MD|BALTIMORE, MD|BALTIMORE, MD|BALTIMORE, MD|TOWSON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JEMMA FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS, LLC | Feb 27, 2020 | Jun 11, 2019 | -261 | Firm change after gap | Other |
| REALTA INVESTMENT ADVISORS, INC | JEMMA FINANCIAL SERVICES | Sep 14, 2016 | Sep 2, 2016 | -12 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | REALTA INVESTMENT ADVISORS, INC | Jun 3, 2011 | Feb 16, 2012 | 258 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284198:300794:MD:2020-02-27 | Feb 27, 2020 | Jun 11, 2019 | BALTIMORE, MD | Firm change after gap |
| 134952:284198:DE:2016-09-14 | Sep 14, 2016 | Sep 2, 2016 | WILMINGTON, DE | Firm change |