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CRD 321101
SOUTH CHARLESTON, WV
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MELISSA DAWN GRASS | n/a | SOUTH CHARLESTON, WV | 4 | 24 | 1 | no |
| JERRY DEAN POTTER | n/a | SOUTH CHARLESTON, WV | 4 | 42 | 1 | no |
| BRIAN ROSS | n/a | SOUTH CHARLESTON, WV | 4 | 30 | n/a | no |
| Kirstin Selbee | n/a | SOUTH CHARLESTON, WV | 0 | 11 | n/a | no |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PATRIOT FINANCIAL CONSULTING | 2 | Nov 8, 2022 | Jul 8, 2022 | SOUTH CHARELSTON, WV | Team lift out | Other | 66.7% |