DFX Intelligence
Reading the graph
Reading the graph
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Advisor at E••••• F•••••••• N••••••• I•••
FORT WASHINGTON, PA | Fairborn, 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 |
|---|---|---|---|---|---|---|
| E••••• F•••••••• N••••••• I••• | Independent wealth | Jun 24, 2024 | n/a | yes | Fairborn, OH|FORT WASHINGTON, PA | Current employment |
| Y••• S•••• F••••••••• L•• | n/a | Jul 14, 2016 | Nov 19, 2024 | no | FAIRBORN, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Y••• S•••• F••••••••• L•• | E••••• F•••••••• N••••••• I••• | Nov 19, 2024 | Jun 24, 2024 | -148 | Firm change after gap | Other |
| E•••••••• A•••••••• L•• | Y••• S•••• F••••••••• L•• | Feb 25, 2003 | Jul 14, 2016 |
| E•••••••• A•••••••• L•• | National bd RIA | Sep 12, 2002 | Feb 25, 2003 | no | BALA CYNWYD, PA | Previous registration |
| 4,888 |
| Firm change after gap |
| Other |