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Advisor at TRUE WEALTH DESIGN, LLC
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 |
|---|---|---|---|---|---|---|
| TRUE WEALTH DESIGN, LLC | Independent wealth | Jul 13, 2018 | n/a | yes | AKRON, OH | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 14, 2010 | May 25, 2018 | no | COVINGTON, KY|SEVEN HILLS, OH|COVINGTON, KY|CLEVELAND, OH|LAKEWOOD, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 3, 2007 | Mar 18, 2008 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | TRUE WEALTH DESIGN, LLC | May 25, 2018 | Jul 13, 2018 | 49 | Firm change | Ibd to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | STRATEGIC ADVISERS LLC | Mar 18, 2008 | Oct 14, 2010 | 940 | Firm change after gap | Ibd to ibd |