Financial advisor
MICHAEL FRANCIS PULTRO
At Maridea Wealth Management · New Britain, PA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Pultro Financial Management | Pultro Financial Management | Maridea Wealth Management | Acquisition | September 1, 2026 | $217M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MARIDEA WEALTH MANAGEMENT | Investment adviser | August 17, 2026 | Current |
| LPL FINANCIAL LLC | Investment adviser | September 8, 2009 | August 28, 2026 |
| LPL FINANCIAL LLC | Broker-dealer | September 8, 2009 | August 28, 2026 |
| MUTUAL SERVICE CORPORATION | Investment adviser | March 17, 2008 | September 8, 2009 |
| MUTUAL SERVICE CORPORATION | Broker-dealer | March 12, 2008 | September 8, 2009 |
| FIRST ADVISORS, INC. | Investment adviser | January 3, 2007 | March 20, 2008 |
| FFP ADVISORY SERVICES INC | Investment adviser | September 22, 1997 | January 3, 2007 |
| FFP SECURITIES, INC. | Broker-dealer | February 6, 1997 | March 20, 2008 |
| UNITED SECURITIES ALLIANCE, INC. | Broker-dealer | July 18, 1995 | February 10, 1997 |
| PFS INVESTMENTS INC. | Broker-dealer | October 19, 1987 | July 14, 1995 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.