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Advisor at ETHOS FINANCIAL GROUP, LLC
KING OF PRUSSIA, 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 |
|---|---|---|---|---|---|---|
| ETHOS FINANCIAL GROUP, LLC | Independent wealth | Aug 29, 2022 | n/a | yes | KING OF PRUSSIA, PA | Current employment |
| ALMANACK INVESTMENT PARTNERS | Independent wealth | Jun 29, 2018 | Aug 26, 2022 | no | BATON ROUGE, LA|NEWTOWN SQUARE, PA | Previous registration |
| PETERS WEALTH ADVISORS LLC | Former SEC adviser | Mar 30, 2012 | Jul 27, 2018 | no | BATON ROUGE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALMANACK INVESTMENT PARTNERS | ETHOS FINANCIAL GROUP, LLC | Aug 26, 2022 | Aug 29, 2022 | 3 | Firm change | RIA to new firm |
| PETERS WEALTH ADVISORS LLC | ALMANACK INVESTMENT PARTNERS | Jul 27, 2018 | Jun 29, 2018 | -28 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282428:321748:PA:2022-08-26 | Aug 26, 2022 | Aug 29, 2022 | NEWTOWN SQUARE, PA | Firm change |