DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FIDATO WEALTH LLC
MIDDLEBURG HEIGHTS, 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 |
|---|---|---|---|---|---|---|
| FIDATO WEALTH LLC | Independent wealth | Sep 3, 2020 | n/a | yes | MIDDLEBURG HEIGHTS, OH | Current employment |
| TRUE WEALTH DESIGN, LLC | Independent wealth | Mar 3, 2016 | Aug 14, 2020 | no | AKRON, OH | Previous registration |
| RAV FINANCIAL | Former SEC adviser | Nov 21, 2012 | Jul 7, 2015 | no | BEACHWOOD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUE WEALTH DESIGN, LLC | FIDATO WEALTH LLC | Aug 14, 2020 | Sep 3, 2020 | 20 | Firm change | RIA to RIA |
| RAV FINANCIAL | TRUE WEALTH DESIGN, LLC | Jul 7, 2015 | Mar 3, 2016 | 240 | Firm change | Other |