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Advisor at RANGE ADVISORY, LLC
MCLEAN, VA
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 |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Independent wealth | Jun 18, 2023 | n/a | yes | MCLEAN, VA | Current employment |
| Facet | Independent wealth | Apr 12, 2021 | Sep 27, 2022 | no | WEST PALM BEACH, FL|Pittsburgh, PA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jan 20, 2016 | Mar 17, 2021 | no | Philadelphia, PA|PHILADELPHIA, PA|CHARLOTTE, NC|Charlotte, NC|Charlotte, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | RANGE ADVISORY, LLC | Sep 27, 2022 | Jun 18, 2023 | 264 | Firm change | RIA to new firm |
| ADVICE AND PLANNING SERVICES | Facet | Mar 17, 2021 | Apr 12, 2021 | 26 | Firm change | Ibd to RIA |