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Reading the graph
Advisor at SECURITY CAPITAL MANAGEMENT
WHEELING, WV
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 |
|---|---|---|---|---|---|---|
| SECURITY CAPITAL MANAGEMENT | Independent wealth | May 21, 2021 | n/a | yes | WHEELING, WV|WHEELING, WV | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 13, 2015 | May 26, 2021 | no | MARTINS FERRY, OH|COLUMBUS, OH|PITTSBURGH, PA|WINTERSVILLE, OH|STEUBENVILLE, OH|STEUBENVILLE, OH|MARTINS FERRY, OH|ST. CLAIRSVILLE, OH|MARTINS FERRY, OH|CAMBRIDGE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | SECURITY CAPITAL MANAGEMENT | May 26, 2021 | May 21, 2021 | -5 | Firm change | Ibd to RIA |