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Advisor at WELLINGTON ADAMS INVESTMENT ADVISORY, LLC
Mechanicsburg, PA | YORK, PA | Lancaster, 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 |
|---|---|---|---|---|---|---|
| WELLINGTON ADAMS INVESTMENT ADVISORY, LLC | State registered | Mar 31, 2017 | n/a | yes | YORK, PA|Lancaster, PA|Mechanicsburg, PA | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Jul 28, 2016 | Mar 31, 2017 | no | York, PA|ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | WELLINGTON ADAMS INVESTMENT ADVISORY, LLC | Mar 31, 2017 | Mar 31, 2017 | 0 | Firm change | Other |