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Advisor at TRANQUIL PATH FINANCIAL PLANNING
BROOKLYN HEIGHTS, 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 |
|---|---|---|---|---|---|---|
| TRANQUIL PATH FINANCIAL PLANNING | State registered | Jul 6, 2022 | n/a | yes | BROOKLYN HEIGHTS, OH | Current employment |
| NORTHAVENUE LLC | Independent wealth | Jan 19, 2022 | Jul 22, 2022 | no | Brooklyn Heights, OH|COLUMBUS, OH | Previous registration |
| PRACTICAL FINANCIAL PLANNING, INC. | n/a | Jul 12, 2016 | Jan 18, 2022 | no | ROCKY RIVER, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHAVENUE LLC | TRANQUIL PATH FINANCIAL PLANNING | Jul 22, 2022 | Jul 6, 2022 | -16 | Firm change | RIA to state RIA |
| PRACTICAL FINANCIAL PLANNING, INC. | NORTHAVENUE LLC | Jan 18, 2022 | Jan 19, 2022 | 1 | Firm change | Other |