DFX Intelligence
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Reading the graph
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Advisor at W••••• A••••••• S•••••••• L••
SHOREWOOD, IL | 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 |
|---|---|---|---|---|---|---|
| W••••• A••••••• S•••••••• L•• | Institutional manager | Dec 13, 2024 | n/a | yes | Medina, OH|SHOREWOOD, IL | Current employment |
| G••••• R••••••••• P••••••• L•• | Institutional manager | Jul 24, 2024 | Jan 9, 2025 | no | SAN RAFAEL, CA|Medina, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | W••••• A••••••• S•••••••• L•• | Jan 9, 2025 | Dec 13, 2024 | -27 | Firm change | Other |
| C•••••• A••••••• | G••••• R••••••••• P••••••• L•• | Dec 23, 2020 | Jul 24, 2024 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 519:162200:FL:2020-12-21 | Dec 23, 2020 | Nov 9, 2020 | PALM BEACH GARDENS, FL | Firm change after gap |
| C•••••• A••••••• | Bd affiliated wealth | Nov 9, 2020 | Dec 23, 2020 | no | Independence, OH | Previous registration |
| L•••••• I••••••••• | Independent wealth | Nov 3, 2020 | Dec 23, 2020 | no | INDEPENDENCE, OH|PALM BEACH GARDENS, FL | Previous registration |
| 1,309 |
| Firm change after gap |
| Other |
| L•••••• I••••••••• | C•••••• A••••••• | Dec 23, 2020 | Nov 9, 2020 | -44 | Firm change after gap | Ibd to ibd |