DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T•••• B••••• A•••••••
WEST CONSHOHOCKEN, 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 |
|---|---|---|---|---|---|---|
| T•••• B••••• A••••••• | Independent wealth | May 21, 2026 | n/a | yes | WEST CONSHOHOCKEN, PA | Current employment |
| D•• C•••••• M••••••••• L•• | n/a | Mar 4, 2011 | May 15, 2026 | no | KENNETT SQUARE, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| D•• C•••••• M••••••••• L•• | T•••• B••••• A••••••• | May 15, 2026 | May 21, 2026 | 6 | Firm change | Other |
| C••••• I••••••••• A••••••• L•• | D•• C•••••• M••••••••• L•• | Dec 31, 2010 | Mar 4, 2011 |
| C••••• I••••••••• A••••••• L•• | Bd affiliated wealth | Nov 8, 2007 | Dec 31, 2010 | no | WEST CHESTER, PA|WEST CHESTER, PA | Previous registration |
| U•• F•••••••• S••••••• I••• | Wirehouse | Feb 14, 2003 | Sep 10, 2007 | no | BALTIMORE, MD|BALTIMORE, MD | Previous registration |
| P••••••••• E••••• G••••• L•• | n/a | Apr 12, 2000 | Feb 28, 2003 | no | BALTIMORE, MD | Previous registration |
| 63 |
| Firm change |
| Other |
| U•• F•••••••• S••••••• I••• | C••••• I••••••••• A••••••• L•• | Sep 10, 2007 | Nov 8, 2007 | 59 | Firm change | Other |
| P••••••••• E••••• G••••• L•• | U•• F•••••••• S••••••• I••• | Feb 28, 2003 | Feb 14, 2003 | -14 | Firm change | Other |