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Advisor at P•••••••• A•••• M•••••••••
Dublin, 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 |
|---|---|---|---|---|---|---|
| P•••••••• A•••• M••••••••• | Other adviser | May 11, 2026 | n/a | yes | Dublin, OH | Current employment |
| N••••••••• S••••••••• L•• | No RAUM reported | Jan 31, 2014 | Jul 21, 2015 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| N••••••••• S••••••••• L•• | P•••••••• A•••• M••••••••• | Jul 21, 2015 | May 11, 2026 | 3,947 | Firm change after gap | Other |
| P•• W••••• M••••••••• | N••••••••• S••••••••• L•• | Jul 24, 2012 | Jan 31, 2014 |
| P•• W••••• M••••••••• |
| Bd affiliated wealth |
| Jan 11, 2012 |
| Jul 24, 2012 |
| no |
| LAGRANGE, KY |
| Previous registration |
| 556 |
| Firm change after gap |
| Other |