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Advisor at ADVANTAGE INVESTMENT MANAGEMENT
LOUISVILLE, KY
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 |
|---|---|---|---|---|---|---|
| ADVANTAGE INVESTMENT MANAGEMENT | Independent wealth | Feb 6, 2025 | n/a | yes | LOUISVILLE, KY | Current employment |
| BENCHMARK ADVISORY SERVICES, LLC | No RAUM reported | Nov 23, 2020 | Jul 8, 2021 | no | Louisville, KY|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENCHMARK ADVISORY SERVICES, LLC | ADVANTAGE INVESTMENT MANAGEMENT | Jul 8, 2021 | Feb 6, 2025 | 1,309 | Firm change after gap | RIA to RIA |