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Advisor at ARG PRIVATE WEALTH, LLC
CINCINNATI, 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 |
|---|---|---|---|---|---|---|
| ARG PRIVATE WEALTH, LLC | Independent wealth | Mar 9, 2026 | n/a | yes | CINCINNATI, OH | Current employment |
| TRINITY WEALTH MANAGEMENT LLC | Independent wealth | Sep 4, 2025 | Jul 6, 2026 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRINITY WEALTH MANAGEMENT LLC | ARG PRIVATE WEALTH, LLC | Jul 6, 2026 | Mar 9, 2026 | -119 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152355:336183:OH:2026-07-06 | Jul 6, 2026 | Mar 9, 2026 | CINCINNATI, OH | Firm change after gap |