DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C••••• I••••••••• A••••••• L••
Mckees Rocks, PA | Charleroi, 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 |
|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | Bd affiliated wealth | May 20, 2024 | n/a | yes | Charleroi, PA|Mckees Rocks, PA | Current employment |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Apr 3, 2020 | May 22, 2024 | no | Blairsville, PA|Murrsyville, PA|Indiana, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••••••• F•••••••• S•••••••• L•• | C••••• I••••••••• A••••••• L•• | May 22, 2024 | May 20, 2024 | -2 | Firm change | Ibd to ibd |
| W••••••• S••••••••• I••• | A••••••••• F•••••••• S•••••••• L•• | May 1, 2020 | Apr 3, 2020 |
| W••••••• S••••••••• I••• | Bd affiliated wealth | Oct 11, 2017 | May 1, 2020 | no | Monaca, PA|WHEELING, WV|Cranberry Township, PA|Pittsburgh, PA|Wexford, PA | Previous registration |
| C••••••• S••••••••• I••• | Bd affiliated wealth | Jun 9, 2014 | Oct 6, 2017 | no | BRADDOCK HILLS, PA|PITTSBURGH, PA|PITTSBURGH, PA|WHITEHALL, PA|PITTSBURGH, PA|WHITE OAK, PA|MONROEVILLE, PA|MONONGAHELA, PA|CHARLEROI, PA|MONESSEN, PA|MONESSEN, PA|WASHINGTON, PA|STAMFORD, CT | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | May 4, 2012 | Feb 26, 2013 | no | BETHEL PARK, PA | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Jun 24, 2011 | May 1, 2012 | no | PITTSBURGH, PA | Previous registration |
| -28 |
| Firm change |
| Ibd to ibd |
| C••••••• S••••••••• I••• | W••••••• S••••••••• I••• | Oct 6, 2017 | Oct 11, 2017 | 5 | Firm change | Other |
| L•• F•••••••• L•• | C••••••• S••••••••• I••• | Feb 26, 2013 | Jun 9, 2014 | 468 | Firm change after gap | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | L•• F•••••••• L•• | May 1, 2012 | May 4, 2012 | 3 | Firm change | Other |