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Advisor at TEMPO WEALTH
INDEPENDENCE, 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 |
|---|---|---|---|---|---|---|
| TEMPO WEALTH | Independent wealth | May 30, 2025 | n/a | yes | INDEPENDENCE, OH | Current employment |
| CLEVELAND WEALTH, LLC | Independent wealth | May 2, 2019 | May 19, 2025 | no | CLEVELAND, OH | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jan 20, 2010 | May 1, 2019 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLEVELAND WEALTH, LLC | TEMPO WEALTH | May 19, 2025 | May 30, 2025 | 11 | Firm change | RIA to new firm |
| MML INVESTORS SERVICES, LLC | CLEVELAND WEALTH, LLC | May 1, 2019 | May 2, 2019 | 1 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282196:336316:OH:2025-05-19 | May 19, 2025 | May 30, 2025 | CLEVELAND, OH | Firm change |
| 10409:282196:OH:2019-05-01 | May 1, 2019 | May 2, 2019 | CLEVELAND, OH | Firm change |