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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 | Jun 24, 2019 | n/a | yes | SYLVANIA, OH | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 18, 2016 | Jul 3, 2019 | no | SYLVANIA, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 25, 2016 | no | TOLEDO, OH|Toledo, OH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 7, 1999 | Jun 1, 2009 | no | TOLEDO, OH|TOLEDO, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | VENTURE VISIONARY PARTNERS LLC | Jul 3, 2019 | Jun 24, 2019 | -9 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Aug 25, 2016 | Aug 18, 2016 | -7 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:304237:OH:2019-07-03 | Jul 3, 2019 | Jun 24, 2019 | SYLVANIA, OH | Firm change |