DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C•••••• H••• I••••••••• M••••••••• I•••
TULSA, OK
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 |
|---|---|---|---|---|---|---|
| C•••••• H••• I••••••••• M••••••••• I••• | Other adviser | Jun 1, 2021 | n/a | yes | TULSA, OK | Current employment |
| C•••••••• I••••••••• P•••••••• L•• | Other adviser | May 23, 2017 | May 19, 2021 | no | Pittsburgh, PA|BERWYN, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C•••••••• I••••••••• P•••••••• L•• | C•••••• H••• I••••••••• M••••••••• I••• | May 19, 2021 | Jun 1, 2021 | 13 | Firm change | Other |
| L•• F•••••••• L•• | C•••••••• I••••••••• P•••••••• L•• | Sep 20, 2016 | May 23, 2017 |
| L•• F•••••••• L•• | Bd affiliated wealth | Sep 21, 2015 | Sep 20, 2016 | no | ALLISON PARK, PA|PITTSBURGH, PA | Previous registration |
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Dec 11, 2014 | Sep 28, 2015 | no | WEXFORD, PA | Previous registration |
| E••••• J•••• | National bd RIA | Mar 19, 2013 | Aug 4, 2014 | no | ALLISON PARK, PA|ST LOUIS, MO | Previous registration |
| 245 |
| Firm change |
| Other |
| F•••• T•••• S••••••••• I••• | L•• F•••••••• L•• | Sep 28, 2015 | Sep 21, 2015 | -7 | Firm change | Other |
| E••••• J•••• | F•••• T•••• S••••••••• I••• | Aug 4, 2014 | Dec 11, 2014 | 129 | Firm change | Other |