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Advisor at RIGHTWEALTH ADVISORS, LLC
Dayton, 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 |
|---|---|---|---|---|---|---|
| RIGHTWEALTH ADVISORS, LLC | Independent wealth | May 4, 2019 | n/a | yes | Dayton, OH | Current employment |
| INVEST CAPITAL PARTNERS | Independent wealth | Apr 12, 2017 | May 1, 2019 | no | SPRINGBORO, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 14, 2011 | Apr 3, 2017 | no | MIAMISBURG, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Mar 4, 2011 | no | DAYTON, OH | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Aug 9, 1999 | Jan 1, 2008 | no | DAYTON, OH|ST. LOUIS, MO|TROY, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVEST CAPITAL PARTNERS | RIGHTWEALTH ADVISORS, LLC | May 1, 2019 | May 4, 2019 | 3 | Firm change | RIA to new firm |
| WELLS FARGO ADVISORS | INVEST CAPITAL PARTNERS | Apr 3, 2017 | Apr 12, 2017 | 9 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 4, 2011 | Mar 14, 2011 | 10 | Channel change | Wirehouse to wirehouse |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287987:300656:OH:2019-05-01 | May 1, 2019 | May 4, 2019 | SPRINGBORO, OH | Firm change |
| 11025:287987:OH:2017-04-03 | Apr 3, 2017 | Apr 12, 2017 | MIAMISBURG, OH | Firm change |