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Advisor at WARNER FINANCIAL, INC
BETHESDA, MD
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 |
|---|---|---|---|---|---|---|
| WARNER FINANCIAL, INC | Independent wealth | May 9, 2005 | n/a | yes | BETHESDA, MD | Current employment |
| WINDSOR FINANCIAL, LLC | n/a | Jan 29, 2003 | Aug 17, 2005 | no | MCLEAN, VA | Previous registration |
| WINDSOR FINANCIAL GROUP, INC. | n/a | Jan 1, 2001 | Mar 10, 2003 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WINDSOR FINANCIAL, LLC | WARNER FINANCIAL, INC | Aug 17, 2005 | May 9, 2005 | -100 | Firm change after gap | Other |
| WINDSOR FINANCIAL GROUP, INC. | WINDSOR FINANCIAL, LLC | Mar 10, 2003 | Jan 29, 2003 | -40 | Firm change after gap | Other |