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Advisor at CORE ADVISORY GROUP
ROCK HILL, SC
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 |
|---|---|---|---|---|---|---|
| CORE ADVISORY GROUP | Independent wealth | Apr 29, 2021 | n/a | yes | ROCK HILL, SC | Current employment |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Aug 4, 2016 | Mar 17, 2021 | no | Rock Hill, SC|BERWYN, PA | Previous registration |
| INDEPENDENT ADVISOR ALLIANCE, LLC | Independent wealth | Apr 21, 2015 | Aug 1, 2016 | no | ROCK HILL, SC | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Jan 12, 2000 | Apr 22, 2015 | no | ROCK HILL, SC|ROCK HILL, SC|CLOVER, SC|ROCK HILL, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | CORE ADVISORY GROUP | Mar 17, 2021 | Apr 29, 2021 | 43 | Firm change | RIA to RIA |
| INDEPENDENT ADVISOR ALLIANCE, LLC | GREAT VALLEY ADVISOR GROUP, LLC | Aug 1, 2016 | Aug 4, 2016 | 3 | Firm change | Other |
| INVEST FINANCIAL CORPORATION | INDEPENDENT ADVISOR ALLIANCE, LLC | Apr 22, 2015 | Apr 21, 2015 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168267:123913:SC:2016-08-01 | Aug 1, 2016 | Aug 4, 2016 | ROCK HILL, SC | Firm change |
| 12984:168267:SC:2015-04-22 | Apr 22, 2015 | Apr 21, 2015 | ROCK HILL, SC | Firm change |