DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Perrysburg, 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 |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Feb 18, 2025 | n/a | yes | Perrysburg, OH | Current employment |
| O•••• W•••••• I••• | Bd affiliated wealth | Jan 24, 2025 | Feb 28, 2025 | no | Maumee, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O•••• W•••••• I••• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Feb 28, 2025 | Feb 18, 2025 | -10 | Firm change | Ibd to ibd |
| O•••• F•• I••• | O•••• W•••••• I••• | Jan 24, 2025 | Jan 24, 2025 |
| O•••• F•• I••• | Former SEC adviser | Jun 22, 2020 | Jan 24, 2025 | no | ORANGE VILLAGE, OH|Maumee, OH | Previous registration |
| C••••••• S••••••••• I••• | Bd affiliated wealth | Oct 18, 2012 | Jun 22, 2020 | no | CANTON, MI|CANTON, MI|PLYMOUTH TOWNSHIP, MI|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|BELLEVILLE, MI|CANTON, MI|ANN ARBOR, MI|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|EAST TOLEDO, OH|TOLEDO, OH|SYLVANIA, OH|YPSILANTI, MI|TOLEDO, OH|TOLEDO, OH|OREGON, OH|TOLEDO, OH|LAMBERTVILLE, MI|FAIRLAWN, OH|TOLEDO, OH|TOLEDO, OH | Previous registration |
| C••••• I••••••••• S••••••• L•• | Former SEC adviser | Apr 14, 2010 | Nov 1, 2012 | no | DEFIANCE, OH|LIMA, OH|SYLVANIA, OH | Previous registration |
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Feb 14, 2005 | Jan 14, 2010 | no | TOLEDO, OH|TOLEDO, OH|TOLEDO, OH|SYLVANIA, OH|SYLVANIA, OH|SYLVANIA, OH|TOLEDO, OH | Previous registration |
| 0 |
| Bulk transfer |
| Ibd to ibd |
| C••••••• S••••••••• I••• | O•••• F•• I••• | Jun 22, 2020 | Jun 22, 2020 | 0 | Firm change | Ibd to ibd |
| C••••• I••••••••• S••••••• L•• | C••••••• S••••••••• I••• | Nov 1, 2012 | Oct 18, 2012 | -14 | Firm change | Other |
| F•••• T•••• S••••••••• I••• | C••••• I••••••••• S••••••• L•• | Jan 14, 2010 | Apr 14, 2010 | 90 | Firm change | Other |