DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at C••••• I••••••••• A••••••• L••
CUYAHOGA FALLS, 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 |
|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | Bd affiliated wealth | Mar 21, 2024 | n/a | yes | CUYAHOGA FALLS, OH | Current employment |
| W• W••••• A•••••••• L•• | State registered | Mar 5, 2019 | Jan 20, 2022 | no | AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W• W••••• A•••••••• L•• | C••••• I••••••••• A••••••• L•• | Jan 20, 2022 | Mar 21, 2024 | 791 | Firm change after gap | Other |
| V•••••• A•••••••• I••• | W• W••••• A•••••••• L•• | Dec 31, 2021 | Mar 5, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108050:129549:OH:2021-12-31 | Dec 31, 2021 | Mar 5, 2019 | AKRON, OH | Firm change after gap |
| V•••••• A•••••••• I••• | Bd affiliated wealth | Apr 11, 2018 | Dec 31, 2021 | no | Akron, OH | Previous registration |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Apr 4, 2012 | May 16, 2012 | no | MEDINA, OH | Previous registration |
| -1,032 |
| Firm change after gap |
| Ibd to state RIA |
| M•• I•••••••• S•••••••• L•• | V•••••• A•••••••• I••• | May 16, 2012 | Apr 11, 2018 | 2,156 | Firm change after gap | Other |