DFX Intelligence
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Reading the graph
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Advisor at F•••• M•••• F••••••••• L••
Medina, 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 |
|---|---|---|---|---|---|---|
| F•••• M•••• F••••••••• L•• | Independent wealth | Jan 24, 2022 | n/a | yes | Medina, OH | Current employment |
| F•••• M•••• F••••••••• L•• | Independent wealth | Jan 21, 2010 | Dec 31, 2021 | no | MEDINA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T•••• A•••••••• L•• | F•••• M•••• F••••••••• L•• | Oct 29, 2008 | Aug 15, 2008 | -75 | Firm change after gap | Other |
| P••• A•••••••• I••••••••• | T•••• A•••••••• L•• | Jun 22, 2007 | Jun 13, 2007 |
| F•••• M•••• F••••••••• L•• | Independent wealth | Aug 15, 2008 | Dec 31, 2009 | no | MEDINA, OH | Previous registration |
| T•••• A•••••••• L•• | Former SEC adviser | Jun 13, 2007 | Oct 29, 2008 | no | ATLANTA, GA|Medina, OH | Previous registration |
| P••• A•••••••• I••••••••• | Former SEC adviser | Jun 8, 2007 | Jun 22, 2007 | no | CLEVELAND, OH | Previous registration |
| U•• F•••••••• S••••••• I••• | Wirehouse | May 14, 2002 | Feb 3, 2004 | no | BEACHWOOD, OH | Previous registration |
| -9 |
| Firm change |
| Other |
| U•• F•••••••• S••••••• I••• | P••• A•••••••• I••••••••• | Feb 3, 2004 | Jun 8, 2007 | 1,221 | Firm change after gap | Other |