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Advisor at VENTURE VISIONARY PARTNERS LLC
SYLVANIA, OH | Bonita Springs, FL
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 | May 13, 2026 | n/a | yes | SYLVANIA, OH|Bonita Springs, FL | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 10, 2020 | May 12, 2026 | no | BONITA SPRINGS, FL|Fort Myers, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | VENTURE VISIONARY PARTNERS LLC | May 12, 2026 | May 13, 2026 | 1 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:304237:FL:2026-05-12 | May 12, 2026 | May 13, 2026 | FORT MYERS, FL | Firm change |