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Advisor at MFG PRIVATE WEALTH
CANONSBURG, 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 |
|---|---|---|---|---|---|---|
| MFG PRIVATE WEALTH | Independent wealth | Mar 27, 2025 | n/a | yes | CANONSBURG, PA | Current employment |
| GROVE POINT ADVISORS, LLC | Former SEC adviser | Apr 1, 2021 | May 1, 2025 | no | ROCKVILLE, MD|ROCKVILLE, MD|Canonsburg, PA | Previous registration |
| H. BECK, INC. | Former SEC adviser | Sep 15, 2004 | Apr 1, 2021 | no | PITTSBURGH, PA|Canonsburg, PA | Previous registration |
| H. BECK, INC. | Former SEC adviser | Sep 1, 2004 | Sep 2, 2004 | no | PITTSBURGH, PA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Dec 18, 2003 | Sep 15, 2004 | no | PITTSBURGH, PA | Previous registration |
| VERAVEST INVESTMENT ADVISORS, INC. | n/a | Mar 12, 1991 | Dec 2, 2003 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GROVE POINT ADVISORS, LLC | MFG PRIVATE WEALTH | May 1, 2025 | Mar 27, 2025 | -35 | Firm change after gap | Ibd to new firm |
| H. BECK, INC. | GROVE POINT ADVISORS, LLC | Apr 1, 2021 | Apr 1, 2021 | 0 | Bulk transfer | Ibd to ibd |
| PRINCIPAL SECURITIES, INC. | H. BECK, INC. | Sep 15, 2004 | Sep 1, 2004 | -14 | Firm change | Other |
| VERAVEST INVESTMENT ADVISORS, INC. | PRINCIPAL SECURITIES, INC. | Dec 2, 2003 | Dec 18, 2003 | 16 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 313171:334574:PA:2025-05-01 | May 1, 2025 | Mar 27, 2025 | CANONSBURG, PA | Firm change after gap |