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Reading the graph
Advisor at WHITAKER-MYERS WEALTH MANAGERS, LTD.
MANSFIELD, 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 |
|---|---|---|---|---|---|---|
| WHITAKER-MYERS WEALTH MANAGERS, LTD. | Independent wealth | Dec 16, 2024 | n/a | yes | MANSFIELD, OH | Current employment |
| WHITCOMB & HESS, INC. | Independent wealth | Aug 18, 2017 | Dec 9, 2024 | no | ASHLAND, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 12, 2014 | Aug 8, 2017 | no | MANSFIELD, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WHITCOMB & HESS, INC. | WHITAKER-MYERS WEALTH MANAGERS, LTD. | Dec 9, 2024 | Dec 16, 2024 | 7 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WHITCOMB & HESS, INC. | Aug 8, 2017 | Aug 18, 2017 | 10 | Firm change | Other |