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Advisor at BUCKEYE WEALTH PARTNERS, LLC
CENTERVILLE, 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 |
|---|---|---|---|---|---|---|
| BUCKEYE WEALTH PARTNERS, LLC | State registered | May 8, 2003 | n/a | yes | CENTERVILLE, OH | Current employment |
| STONEX ADVISORS INC. | Bd affiliated wealth | Jan 30, 2015 | Jan 4, 2016 | no | BIRMINGHAM, AL | Previous registration |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | Former SEC adviser | Nov 8, 2007 | Jan 30, 2015 | no | CENTERVILLE, OH|YOUNGSTOWN, OH|YOUNGSTOWN, OH | Previous registration |
| BUCKEYE WEALTH PARTNERS, LLC | State registered | May 8, 2003 | Dec 31, 2020 | no | CENTERVILLE, OH|CENTERVILLE, OH|CENTERVILLE, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 18, 1999 | Mar 9, 2004 | no | CENTERVILLE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEX ADVISORS INC. | n/a | Jan 4, 2016 | n/a | n/a | Departure no registered destination | Departure |
| STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | STONEX ADVISORS INC. | Jan 30, 2015 | Jan 30, 2015 | 0 | Bulk transfer | Other |
| LPL FINANCIAL LLC | BUCKEYE WEALTH PARTNERS, LLC | Mar 9, 2004 | May 8, 2003 | -306 | Firm change after gap | Other |