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Advisor at VENTURE VISIONARY PARTNERS LLC
SYLVANIA, 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 |
|---|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | Independent wealth | Jan 6, 2021 | n/a | yes | SYLVANIA, OH | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 28, 2019 | Nov 20, 2020 | no | SYLVANIA, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 13, 2018 | Sep 30, 2019 | no | BOWLING GREEN, OH|DEFIANCE, OH|FINDLAY, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | VENTURE VISIONARY PARTNERS LLC | Nov 20, 2020 | Jan 6, 2021 | 47 | Firm change | Wirehouse to RIA |
| LPL FINANCIAL LLC | UBS FINANCIAL SERVICES INC. | Sep 30, 2019 | Oct 28, 2019 | 28 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:304237:OH:2020-11-20 | Nov 20, 2020 | Jan 6, 2021 | SYLVANIA, OH | Firm change |