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Advisor at CONCENTUS WEALTH ADVISORS
NEWTOWN SQUARE, 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 |
|---|---|---|---|---|---|---|
| CONCENTUS WEALTH ADVISORS | Independent wealth | Apr 20, 2023 | n/a | yes | NEWTOWN SQUARE, PA | Current employment |
| FOREFRONT ANALYTICS, LLC | Mixed wealth | Aug 20, 2021 | Apr 11, 2023 | no | W. CONSHOHOCKEN, PA | Previous registration |
| GKFO, LLC | Independent wealth | Aug 20, 2021 | Apr 11, 2023 | no | W. CONSHOHOCKEN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GKFO, LLC | CONCENTUS WEALTH ADVISORS | Apr 11, 2023 | Apr 20, 2023 | 9 | Firm change | RIA to RIA |
| FOREFRONT ANALYTICS, LLC | GKFO, LLC | Apr 11, 2023 | Aug 20, 2021 | -599 | Firm change after gap | RIA to RIA |