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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 | Dec 14, 2011 | May 2, 2019 | no | SYLVANIA, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 7, 2003 | Dec 16, 2011 | no | TOLEDO, OH|TOLEDO, OH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 7, 1999 | Jun 12, 2003 | no | TOLEDO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | VENTURE VISIONARY PARTNERS LLC | May 2, 2019 | Jan 6, 2021 | 615 | Firm change after gap | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Dec 16, 2011 | Dec 14, 2011 | -2 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 12, 2003 | Oct 7, 2003 | 117 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:304237:OH:2019-05-02 | May 2, 2019 | Jan 6, 2021 | SYLVANIA, OH | Firm change after gap |