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Advisor at UNITED ADVISOR GROUP
Murrayville, GA | CINCINNATI, 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 |
|---|---|---|---|---|---|---|
| UNITED ADVISOR GROUP | Independent wealth | Dec 16, 2025 | n/a | yes | Murrayville, GA|CINCINNATI, OH | Current employment |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Aug 15, 2006 | Dec 23, 2025 | no | VERO BEACH, FL|VERO BEACH, FL|ST. LOUIS, MO|MURRAYSVILLE, GA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Dec 17, 2004 | Aug 23, 2006 | no | VERO BEACH, FL|VERO BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL INDEPENDENT ADVISORS, LLC | UNITED ADVISOR GROUP | Dec 23, 2025 | Dec 16, 2025 | -7 | Firm change | Ibd to RIA |
| A. G. EDWARDS & SONS, INC. | STIFEL INDEPENDENT ADVISORS, LLC | Aug 23, 2006 | Aug 15, 2006 | -8 | Firm change | Other |