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Advisor at BARLOW WEALTH PARTNERS, LLC
LOUISVILLE, KY
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 |
|---|---|---|---|---|---|---|
| BARLOW WEALTH PARTNERS, LLC | Independent wealth | Apr 21, 2023 | n/a | yes | LOUISVILLE, KY | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 11, 2007 | Apr 25, 2023 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BARLOW WEALTH PARTNERS, LLC | Apr 25, 2023 | Apr 21, 2023 | -4 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:325308:KY:2023-04-25 | Apr 25, 2023 | Apr 21, 2023 | LOUISVILLE, KY | Firm change |