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Advisor at VENTURE VISIONARY PARTNERS LLC
SYLVANIA, 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 |
|---|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | Independent wealth | Nov 11, 2020 | n/a | yes | SYLVANIA, OH | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 9, 2007 | Nov 20, 2020 | no | SYLVANIA, OH|WEEHAWKEN, NJ|PERRYSBURG, OH|SANDUSKY, OH|SYLVANIA, OH|Alanson, MI | Previous registration |
| KEYBANC CAPITAL MARKETS INC. | n/a | Nov 22, 1999 | Feb 9, 2007 | no | SANDUSKY, OH|PERRYSBURG, OH|ANN ARBOR, MI|PERRYSBURG, OH|TOLEDO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | VENTURE VISIONARY PARTNERS LLC | Nov 20, 2020 | Nov 11, 2020 | -9 | Firm change | Wirehouse to RIA |
| KEYBANC CAPITAL MARKETS INC. | UBS FINANCIAL SERVICES INC. | Feb 9, 2007 | Feb 9, 2007 | 0 | Bulk transfer | Other |