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Advisor at CONESTOGA WEALTH MANAGEMENT
EXTON, 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 |
|---|---|---|---|---|---|---|
| CONESTOGA WEALTH MANAGEMENT | State registered | Nov 15, 2011 | n/a | yes | EXTON, PA | Current employment |
| WALNUT STREET SECURITIES, INC. | Former SEC adviser | Jan 22, 2007 | Nov 28, 2011 | no | WILMINGTON, DE|CHESTER SPRINGS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WALNUT STREET SECURITIES, INC. | CONESTOGA WEALTH MANAGEMENT | Nov 28, 2011 | Nov 15, 2011 | -13 | Firm change | Other |