DFX Intelligence
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Reading the graph
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Advisor at S•••• F••• I••••••••• M••••••••• C••••
Fort Mitchell, 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 |
|---|---|---|---|---|---|---|
| S•••• F••• I••••••••• M••••••••• C•••• | Asset manager | Jul 6, 2020 | n/a | yes | Fort Mitchell, KY | Current employment |
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Mar 16, 2016 | Apr 12, 2019 | no | CINCINNATI, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•••• T•••• S••••••••• I••• | S•••• F••• I••••••••• M••••••••• C•••• | Apr 12, 2019 | Jul 6, 2020 | 451 | Firm change after gap | Other |
| P•• W••••• M••••••••• | F•••• T•••• S••••••••• I••• | Dec 17, 2015 | Mar 16, 2016 |
| P•• W••••• M••••••••• | Bd affiliated wealth | May 20, 2013 | Dec 17, 2015 | no | CINCINNATI, OH | Previous registration |
| A••••••••• L••• | Other adviser | Nov 8, 2011 | Mar 6, 2013 | no | CLEVLAND, OH | Previous registration |
| 90 |
| Firm change |
| Other |
| A••••••••• L••• | P•• W••••• M••••••••• | Mar 6, 2013 | May 20, 2013 | 75 | Firm change | Other |