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Advisor at CREW CAPITAL MANAGEMENT, LTD.
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREW CAPITAL MANAGEMENT, LTD. | Independent wealth | Sep 11, 2015 | n/a | yes | CINCINNATI, OH | Current employment |
| F/M INVESTMENTS LLC | Asset manager | Aug 12, 2020 | Mar 2, 2023 | no | WASHINGTON, DC | Previous registration |
| KNELMAN ASSET MANAGEMENT GROUP, LLC | Former SEC adviser | Jun 25, 2015 | Oct 21, 2015 | no | LAWRENCEBURG, IN|PARIS, KY | Previous registration |
| SWENDIMAN WEALTH STRATEGIES, INC | n/a | Dec 8, 2011 | Oct 31, 2014 | no | PARK HILLS, KY | Previous registration |
| CLEARARC CAPITAL, INC. | Former SEC adviser | Oct 27, 2009 | May 11, 2011 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F/M INVESTMENTS LLC | n/a | Mar 2, 2023 | n/a | n/a | Departure no registered destination | Departure |
| KNELMAN ASSET MANAGEMENT GROUP, LLC | CREW CAPITAL MANAGEMENT, LTD. | Oct 21, 2015 | Sep 11, 2015 | -40 | Firm change after gap | Other |
| SWENDIMAN WEALTH STRATEGIES, INC | KNELMAN ASSET MANAGEMENT GROUP, LLC | Oct 31, 2014 | Jun 25, 2015 | 237 | Firm change | Other |
| CLEARARC CAPITAL, INC. | SWENDIMAN WEALTH STRATEGIES, INC | May 11, 2011 | Dec 8, 2011 | 211 | Firm change | Other |