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Advisor at GUARDIAN WEALTH PARTNERS, LLC
Pittsburgh, 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 |
|---|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS, LLC | Independent wealth | Apr 1, 2022 | n/a | yes | Pittsburgh, PA | Current employment |
| CARNEGIE INVESTMENT COUNSEL | Independent wealth | Dec 9, 2015 | Apr 6, 2022 | no | Pittsburgh, PA|PEPPER PIKE, OH | Previous registration |
| PRIMESOLUTIONS ADVISORS, LLC | Institutional manager | Apr 12, 2001 | Apr 17, 2017 | no | PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARNEGIE INVESTMENT COUNSEL | GUARDIAN WEALTH PARTNERS, LLC | Apr 6, 2022 | Apr 1, 2022 | -5 | Firm change | RIA to ibd |
| PRIMESOLUTIONS ADVISORS, LLC | CARNEGIE INVESTMENT COUNSEL | Apr 17, 2017 | Dec 9, 2015 | -495 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150488:310203:OH:2022-04-06 | Apr 6, 2022 | Apr 1, 2022 | PEPPER PIKE, OH | Firm change |