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Advisor at TITAN WEALTH MANAGEMENT
CINCINNATI, OH
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 |
|---|---|---|---|---|---|---|
| TITAN WEALTH MANAGEMENT | State registered | Mar 5, 2026 | n/a | yes | CINCINNATI, OH | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 14, 2019 | Mar 5, 2026 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| PNC CAPITAL ADVISORS LLC | Other adviser | Apr 10, 2013 | Oct 11, 2019 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TITAN WEALTH MANAGEMENT | Mar 5, 2026 | Mar 5, 2026 | 0 | Firm change | Wirehouse to state RIA |
| PNC CAPITAL ADVISORS LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 11, 2019 | Oct 14, 2019 | 3 | Firm change | Other |