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Advisor at WEDMONT PRIVATE CAPITAL
New Market, MD | WEST CHESTER, 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 |
|---|---|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | Independent wealth | Oct 9, 2025 | n/a | yes | New Market, MD|WEST CHESTER, PA | Current employment |
| Facet | Independent wealth | Aug 18, 2021 | May 21, 2025 | no | Westbury, NY|WEST PALM BEACH, FL|New Market, MD | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 17, 2018 | Jul 30, 2021 | no | Forest Hills, NY|Lake Grove, NY|Garden City, NY|Huntington Station, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Facet | WEDMONT PRIVATE CAPITAL | May 21, 2025 | Oct 9, 2025 | 141 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | Facet | Jul 30, 2021 | Aug 18, 2021 | 19 | Firm change | Ibd to RIA |