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Advisor at AFFINITY WEALTH LLC
CANTON, 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 |
|---|---|---|---|---|---|---|
| AFFINITY WEALTH LLC | Independent wealth | Oct 25, 2016 | n/a | yes | CANTON, OH | Current employment |
| AFFINITY WEALTH LLC | Independent wealth | Oct 25, 2016 | Dec 31, 2020 | no | CANTON, OH | Previous registration |
| INTEGRATED WEALTH MANAGEMENT, INC. | Independent wealth | Nov 19, 2014 | Dec 6, 2016 | no | NORTH CANTON, OH|UNIONTOWN, OH | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Apr 3, 2012 | Oct 1, 2014 | no | NORTH CANTON, OH|N CANTON, OH|LOVELAND, OH | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 4, 2010 | Feb 9, 2012 | no | CANTON, OH|CLEVELAND, OH|NORTH CANTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRATED WEALTH MANAGEMENT, INC. | AFFINITY WEALTH LLC | Dec 6, 2016 | Oct 25, 2016 | -42 | Firm change after gap | RIA to RIA |
| HORNOR, TOWNSEND & KENT, LLC | INTEGRATED WEALTH MANAGEMENT, INC. | Oct 1, 2014 | Nov 19, 2014 | 49 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | HORNOR, TOWNSEND & KENT, LLC | Feb 9, 2012 | Apr 3, 2012 | 54 | Firm change | Other |