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Advisor at DIVERSIFIED, LLC
WILMINGTON, DE | Wayne, 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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | Independent wealth | Sep 3, 2026 | n/a | yes | WILMINGTON, DE|Wayne, PA | Current employment |
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Oct 15, 2007 | Nov 17, 2022 | no | OAKS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | DIVERSIFIED, LLC | Nov 17, 2022 | Sep 3, 2026 | 1,386 | Firm change after gap | Other |