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Advisor at PACER ADVISORS, INC.
MALVERN, 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 |
|---|---|---|---|---|---|---|
| PACER ADVISORS, INC. | Asset manager | Aug 11, 2026 | n/a | yes | MALVERN, PA | Current employment |
| Captrust | Institutional manager | Nov 25, 2024 | Jul 22, 2026 | no | Royersford, PA | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Jul 22, 2023 | Mar 4, 2024 | no | Conshohocken, PA | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Sep 12, 2011 | May 23, 2014 | no | PHILADELPHIA, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Apr 21, 2011 | Sep 12, 2011 | no | FORT WASHINGTON, PA|WYNCOTE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Captrust | PACER ADVISORS, INC. | Jul 22, 2026 | Aug 11, 2026 | 20 | Firm change | Other |
| HORNOR, TOWNSEND & KENT, LLC | Captrust | Mar 4, 2024 | Nov 25, 2024 | 266 | Firm change | Other |
| JANNEY MONTGOMERY SCOTT LLC | HORNOR, TOWNSEND & KENT, LLC | May 23, 2014 | Jul 22, 2023 | 3,347 | Firm change after gap | Other |
| LINCOLN INVESTMENT | JANNEY MONTGOMERY SCOTT LLC | Sep 12, 2011 | Sep 12, 2011 | 0 | Firm change | Other |