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Advisor at GREENSPRING ADVISORS, LLC
LANCASTER, PA | TOWSON, 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 |
|---|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | Independent wealth | Sep 27, 2022 | n/a | yes | LANCASTER, PA|TOWSON, MD | Current employment |
| EVERENCE TRUST COMPANY | Former SEC adviser | Feb 14, 2018 | Sep 30, 2019 | no | Lancaster, PA|GOSHEN, IN | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Feb 7, 2018 | Aug 10, 2022 | no | Lancaster, PA | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jun 23, 2017 | Jan 16, 2018 | no | LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | EVERENCE TRUST COMPANY | Aug 10, 2022 | Feb 14, 2018 | -1,638 | Firm change after gap | Other |
| EVERENCE TRUST COMPANY | GREENSPRING ADVISORS, LLC | Sep 30, 2019 | Sep 27, 2022 | 1,093 | Firm change after gap | Other |
| RBC CAPITAL MARKETS, LLC | CONCOURSE FINANCIAL GROUP ADVISORS | Jan 16, 2018 | Feb 7, 2018 | 22 | Firm change | Other |