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Advisor at COVINGTONALSINA
JACKSONVILLE, FL
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 |
|---|---|---|---|---|---|---|
| Covingtonalsina | Independent wealth | Jun 26, 2023 | n/a | yes | JACKSONVILLE, FL | Current employment |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | May 17, 2016 | Jun 26, 2023 | no | Annapolis, MD|BERWYN, PA|Annapolis, MD|Annapolis, MD | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 16, 2012 | Dec 31, 2018 | no | ANNAPOLIS, MD|ANNAPOLIS, MD|FRONT ROYAL, VA | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Jan 16, 2007 | Jul 20, 2012 | no | COLUMBIA, MD|ANNAPOLIS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | Covingtonalsina | Jun 26, 2023 | Jun 26, 2023 | 0 | Firm change | RIA to new firm |
| LPL FINANCIAL LLC | GREAT VALLEY ADVISOR GROUP, LLC | Dec 31, 2018 | May 17, 2016 | -958 | Firm change after gap | Other |
| OSAIC FS, INC. | LPL FINANCIAL LLC | Jul 20, 2012 | Jul 16, 2012 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123913:326810:MD:2023-06-26 | Jun 26, 2023 | Jun 26, 2023 | ANNAPOLIS, MD | Firm change |