DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Family Offices
E•••sville, IN
••• Locked
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| E••• J• L•••• | Associate | other | unknown | n/a | yes | fact |
| C••• M• | You've come to the right place to find Merrill insights, expert advice and the latest research on a variety of topics. | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): C••• M• (You've come to the right place to find Merrill insights, expert advice and the latest research on a variety of topics.), Today's Markets (Planning for college: Investment accounts to help you pay for education), Why Merrill (Investment and insurance products:), Financial Planning (Planning for college: Investment accounts to help you pay for education).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan