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Advisor at ETHOS FINANCIAL GROUP, LLC
KING OF PRUSSIA, 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 |
|---|---|---|---|---|---|---|
| ETHOS FINANCIAL GROUP, LLC | Independent wealth | Dec 6, 2024 | n/a | yes | LANCASTER, PA|KING OF PRUSSIA, PA | Current employment |
| ALMANACK INVESTMENT PARTNERS | Independent wealth | Aug 13, 2021 | Dec 6, 2024 | no | NEWTOWN SQUARE, PA|Lancaster, PA|Lancaster, PA | Previous registration |
| JFS WEALTH ADVISORS, LLC | Independent wealth | Jun 18, 2018 | Aug 13, 2021 | no | Camp Hill, PA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 14, 2009 | May 31, 2018 | no | LANCASTER, PA|LANCASTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS | ETHOS FINANCIAL GROUP, LLC | Dec 6, 2024 | Dec 6, 2024 | 0 | Firm change | RIA to RIA |
| JFS WEALTH ADVISORS, LLC | ALMANACK INVESTMENT PARTNERS | Aug 13, 2021 | Aug 13, 2021 | 0 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | JFS WEALTH ADVISORS, LLC | May 31, 2018 | Jun 18, 2018 | 18 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282428:321748:PA:2024-12-06 | Dec 6, 2024 | Dec 6, 2024 | LANCASTER, PA | Firm change |
| 145051:282428:PA:2021-08-13 | Aug 13, 2021 | Aug 13, 2021 | CAMP HILL, PA | Firm change |