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Advisor at KEYVANTAGE WEALTH ADVISORS
Bethlehem, 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 |
|---|---|---|---|---|---|---|
| KEYVANTAGE WEALTH ADVISORS | Independent wealth | Aug 5, 2024 | n/a | yes | Bethlehem, PA | Current employment |
| VALLEY NATIONAL ADVISERS INC | Independent wealth | Oct 21, 2008 | Aug 6, 2024 | no | BETHLEHEM, PA | Previous registration |
| ANDESA FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Oct 1, 2004 | Oct 24, 2008 | no | ALLENTOWN, PA | Previous registration |
| ANDESA STRATEGIES, INC. | n/a | Jan 21, 1998 | Oct 24, 2008 | no | ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | KEYVANTAGE WEALTH ADVISORS | Aug 6, 2024 | Aug 5, 2024 | -1 | Firm change | RIA to new firm |
| ANDESA STRATEGIES, INC. | ANDESA FINANCIAL MANAGEMENT, INC. | Oct 24, 2008 | Oct 1, 2004 | -1,484 | Firm change after gap | Other |
| ANDESA FINANCIAL MANAGEMENT, INC. | VALLEY NATIONAL ADVISERS INC | Oct 24, 2008 | Oct 21, 2008 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110788:331996:PA:2024-08-06 | Aug 6, 2024 | Aug 5, 2024 | BETHLEHEM, PA | Firm change |