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Advisor at FIDUCIARY WEALTH GROUP, LLC
CENTERVILLE, 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 |
|---|---|---|---|---|---|---|
| FIDUCIARY WEALTH GROUP, LLC | Independent wealth | Jan 3, 2019 | n/a | yes | CENTERVILLE, OH | Current employment |
| ARTIFEX FINANCIAL GROUP, LLC | Independent wealth | Dec 5, 2012 | Jan 25, 2019 | no | CINCINNATI, OH | Previous registration |
| WEALTH DIMENSIONS GROUP, LTD. | Independent wealth | Feb 2, 2009 | Aug 26, 2011 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARTIFEX FINANCIAL GROUP, LLC | FIDUCIARY WEALTH GROUP, LLC | Jan 25, 2019 | Jan 3, 2019 | -22 | Firm change | RIA to RIA |
| WEALTH DIMENSIONS GROUP, LTD. | ARTIFEX FINANCIAL GROUP, LLC | Aug 26, 2011 | Dec 5, 2012 | 467 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 140643:299711:OH:2019-01-24 | Jan 25, 2019 | Jan 3, 2019 | CINCINNATI, OH | Firm change |