DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at I••••• F••••••••
••• Locked
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 |
|---|---|---|---|---|---|---|
| I••••• F•••••••• | Independent wealth | Jul 1, 2026 | n/a | yes | Strongsville, OH | Current employment |
| L•• F•••••••• L•• | Bd affiliated wealth | Feb 14, 2018 | n/a | yes | FAIRVIEW PARK, OH|STRONGSVILLE, OH | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T••••••• F•••••••• L••• | I••••• F•••••••• | Jul 1, 2026 | Jul 1, 2026 | 0 | Firm change | Other |
| T••••••• F•••••••• L••• | L•• F•••••••• L•• | Dec 31, 2022 | Feb 14, 2018 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122953:6413:OH:2022-12-31 | Dec 31, 2022 | Feb 14, 2018 | FAIRVIEW PARK, OH | Firm change after gap |
| 2225:122953:WI:2018-02-14 | Feb 15, 2018 | Nov 29, 2017 | APPLETON, WI | Firm change after gap |
| T••••••• F•••••••• L••• |
| State registered |
| Jan 11, 2023 |
| Jul 1, 2026 |
| no |
| FAIRVIEW PARK, OH |
| Previous registration |
| T••••••• F•••••••• L••• | State registered | Nov 29, 2017 | Dec 31, 2022 | no | FAIRVIEW PARK, OH | Previous registration |
| S•• I••••••••• I••• | Former SEC adviser | Sep 4, 2007 | Feb 15, 2018 | no | BROOK PARK, OH|FAIRVIEW PARK, OH|APPLETON, WI|PARMA, OH|FAIRVIEW PARK, OH|CENTERVILLE, OH|SOTTSDALE, AZ|STRONGSVILLE, OH|APPLETON, WI | Previous registration |
| T••••••• F•••••••• L••• | State registered | Oct 31, 2002 | Oct 19, 2007 | no | PARMA, OH | Previous registration |
| F•• S••••••••• C••••••••• | Former SEC adviser | Feb 5, 2001 | Aug 28, 2007 | no | FAIRVIEW PARK, OH|TAMPA, FL|BEACHWOOD, OH|BROADVIEW HTS, OH | Previous registration |
| Firm change after gap |
| Other |
| S•• I••••••••• I••• | T••••••• F•••••••• L••• | Feb 15, 2018 | Nov 29, 2017 | -78 | Firm change after gap | Ibd to state RIA |
| T••••••• F•••••••• L••• | S•• I••••••••• I••• | Oct 19, 2007 | Sep 4, 2007 | -45 | Firm change after gap | Other |
| F•• S••••••••• C••••••••• | T••••••• F•••••••• L••• | Aug 28, 2007 | Oct 31, 2002 | -1,762 | Firm change after gap | Other |