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Advisor at Q3 ADVISORS, LLC
Barto, 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 |
|---|---|---|---|---|---|---|
| Q3 ADVISORS, LLC | No RAUM reported | Mar 20, 2026 | n/a | yes | Barto, PA | Current employment |
| THRIVE WEALTH MANAGEMENT, LLC | Independent wealth | May 21, 2025 | Jan 23, 2026 | no | AUDUBON, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Apr 8, 2024 | Mar 10, 2025 | no | MACUNGIE, PA | Previous registration |
| WESCOTT FINANCIAL ADVISORY GROUP LLC | Independent wealth | Jan 13, 2022 | Apr 1, 2024 | no | PHILADELPHIA, PA | Previous registration |
| ASSET PLANNING SERVICES LTD. | Former SEC adviser | Sep 11, 2019 | Dec 31, 2021 | no | HARLEYSVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT, LLC | Q3 ADVISORS, LLC | Jan 23, 2026 | Mar 20, 2026 | 56 | Firm change | Other |
| COMMONWEALTH FINANCIAL NETWORK | THRIVE WEALTH MANAGEMENT, LLC | Mar 10, 2025 | May 21, 2025 | 72 | Firm change | Ibd to RIA |
| WESCOTT FINANCIAL ADVISORY GROUP LLC | COMMONWEALTH FINANCIAL NETWORK | Apr 1, 2024 | Apr 8, 2024 | 7 | Firm change | RIA to ibd |
| ASSET PLANNING SERVICES LTD. | WESCOTT FINANCIAL ADVISORY GROUP LLC | Dec 31, 2021 | Jan 13, 2022 | 13 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105727:105989:PA:2021-12-31 | Dec 31, 2021 | Jan 13, 2022 | HARLEYSVILLE, PA | Firm change |