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Advisor at ABUNDANCE WEALTH COUNSELORS, LLC
LEMONT, PA | STATE COLLEGE, 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 |
|---|---|---|---|---|---|---|
| ABUNDANCE WEALTH COUNSELORS, LLC | Independent wealth | Aug 3, 2022 | n/a | yes | STATE COLLEGE, PA | Current employment |
| AVAIL INVESTMENT PARTNERS, LLC | Independent wealth | Oct 8, 2021 | n/a | yes | LEMONT, PA | Current employment |
| INVESTMENT RESEARCH PARTNERS | Asset manager | Jun 24, 2019 | n/a | yes | LEMONT, PA | Current employment |
| ARIS WEALTH SERVICES INC | Former SEC adviser | Sep 18, 2006 | Jan 2, 2015 | no | STATE COLLEGE, PA | Previous registration |
| 1620 INVESTMENT ADVISORS, INC. | Independent wealth | Apr 2, 2004 | Sep 18, 2006 | no | PLYMOUTH, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARIS WEALTH SERVICES INC | INVESTMENT RESEARCH PARTNERS | Jan 2, 2015 | Jun 24, 2019 | 1,634 | Firm change after gap | Other |
| 1620 INVESTMENT ADVISORS, INC. | ARIS WEALTH SERVICES INC | Sep 18, 2006 | Sep 18, 2006 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104577:304315:PA:2015-01-02 | Jan 2, 2015 | Jun 24, 2019 | STATE COLLEGE, PA | Firm change after gap |