DFX Intelligence
Reading the graph
Reading the graph
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Advisor at W•••••• P•••••• W•••••
AKRON, 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 |
|---|---|---|---|---|---|---|
| W•••••• P•••••• W••••• | Independent wealth | Feb 18, 2003 | n/a | yes | AKRON, OH|AKRON, OH | Current employment |
| L•• F•••••••• L•• | Bd affiliated wealth | Sep 8, 2009 | Dec 12, 2009 | no | CLEVELAND, OH|BOCA RATON, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | n/a | Dec 12, 2009 | n/a | n/a | Departure no registered destination | Departure |
| M••••• S•••••• C••••••••• | W•••••• C•••••••• | Sep 8, 2009 | Jan 31, 2002 | -2,777 |
| W•••••• C•••••••• | n/a | Jan 31, 2002 | Jun 23, 2003 | no | AKRON, OH | Previous registration |
| M••••• S•••••• C••••••••• | n/a | Jan 1, 2000 | Sep 8, 2009 | no | BOCA RATON, FL|BOSTON, MA|AKRON, OH | Previous registration |
| Firm change after gap |
| Other |
| W•••••• C•••••••• | W•••••• P•••••• W••••• | Jun 23, 2003 | Feb 18, 2003 | -125 | Firm change after gap | Other |