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Advisor at CAPITAL A WEALTH MANAGEMENT
CRANBERRY TWP., PA | Cranberry Township, 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 |
|---|---|---|---|---|---|---|
| CAPITAL A WEALTH MANAGEMENT | Independent wealth | Nov 22, 2023 | n/a | yes | Cranberry Township, PA|CRANBERRY TWP., PA | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Nov 21, 2017 | Mar 27, 2024 | no | NEW CASTLE, PA|Cranberry Township, PA|New Castle, PA | Previous registration |
| STONEX ADVISORS INC. | Bd affiliated wealth | Feb 22, 2016 | Nov 20, 2017 | no | New Castle, PA|BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | CAPITAL A WEALTH MANAGEMENT | Mar 27, 2024 | Nov 22, 2023 | -126 | Firm change after gap | Ibd to new firm |
| STONEX ADVISORS INC. | AE WEALTH MANAGEMENT, LLC | Nov 20, 2017 | Nov 21, 2017 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:328863:PA:2024-03-27 | Mar 27, 2024 | Nov 22, 2023 | NEW CASTLE, PA | Firm change after gap |