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Advisor at STONECROP WEALTH ADVISORS, LLC
WEST CHESTER, 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 |
|---|---|---|---|---|---|---|
| STONECROP WEALTH ADVISORS, LLC | Independent wealth | Jan 2, 2020 | n/a | yes | WEST CHESTER, PA | Current employment |
| COMPASS ION ADVISORS, LLC | Independent wealth | Feb 22, 2018 | Apr 2, 2020 | no | CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMPASS ION ADVISORS, LLC | STONECROP WEALTH ADVISORS, LLC | Apr 2, 2020 | Jan 2, 2020 | -91 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 166418:306486:PA:2020-04-02 | Apr 2, 2020 | Jan 2, 2020 | CONSHOHOCKEN, PA | Firm change after gap |