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Advisor at NETWORTH ADVISORS, LLC
CANONSBURG, 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 |
|---|---|---|---|---|---|---|
| NETWORTH ADVISORS, LLC | Independent wealth | Feb 2, 2021 | n/a | yes | CANONSBURG, PA | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 15, 2016 | Sep 24, 2021 | no | Canonsburg, PA, PA|PITTSBURGH, PA|SEWICKLEY, PA|CANONSBURG, PA|PITTSBURGH, PA | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Jun 3, 2011 | Jul 18, 2016 | no | CANONSBURG, PA|SARASOTA, FL | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 4, 2005 | Jun 2, 2011 | no | CEDAR RAPIDS, IA|CANONSBURG, PA|EIGHTY FOUR, PA|PITTSBURGH, PA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 15, 2004 | Apr 15, 2005 | no | WALKERTON, IN | Previous registration |
| KORHORN FINANCIAL GROUP | Independent wealth | May 5, 2004 | Nov 9, 2004 | no | GRANGER, IN | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Mar 11, 2002 | May 13, 2004 | no | GRANGER, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | NETWORTH ADVISORS, LLC | Sep 24, 2021 | Feb 2, 2021 | -234 | Firm change after gap | Ibd to RIA |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | AE WEALTH MANAGEMENT, LLC | Jul 18, 2016 | Jul 15, 2016 | -3 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Jun 2, 2011 | Jun 3, 2011 | 1 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | VOYA FINANCIAL ADVISORS, INC. | Apr 15, 2005 | May 4, 2005 | 19 | Firm change | Other |
| KORHORN FINANCIAL GROUP | SECURITIES AMERICA ADVISORS, INC. | Nov 9, 2004 | Nov 15, 2004 | 6 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | KORHORN FINANCIAL GROUP | May 13, 2004 | May 5, 2004 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:311621:PA:2021-09-24 | Sep 24, 2021 | Feb 2, 2021 | PITTSBURGH, PA | Firm change after gap |
| 132070:282580:FL:2016-07-08 | Jul 18, 2016 | Jul 15, 2016 | SARASOTA, FL | Firm change |