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Advisor at OPENARC CORPORATE ADVISORY, LLC
ATLANTA, GA | Allison Park, 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 |
|---|---|---|---|---|---|---|
| OPENARC CORPORATE ADVISORY, LLC | Independent wealth | Jul 13, 2026 | n/a | yes | ATLANTA, GA|Allison Park, PA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 27, 2018 | Jul 6, 2026 | no | PITTSBURGH, PA|PITTSBURGH, PA|SEWICKLEY, PA | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Sep 21, 2016 | Sep 5, 2018 | no | Columbus, OH|Pittsburgh, PA|PITTSBURGH, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 15, 2016 | Sep 21, 2016 | no | PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OPENARC CORPORATE ADVISORY, LLC | Jul 6, 2026 | Jul 13, 2026 | 7 | Firm change | Wirehouse to RIA |
| KEY INVESTMENT SERVICES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 5, 2018 | Sep 27, 2018 | 22 | Firm change | Ibd to wirehouse |
| LPL FINANCIAL LLC | KEY INVESTMENT SERVICES LLC | Sep 21, 2016 | Sep 21, 2016 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:136300:PA:2016-09-21 | Sep 21, 2016 | Sep 21, 2016 | PITTSBURGH, PA | Firm change |