DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 153265
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RYAN ANDREW SMITH | n/a | DUBLIN, OH | 16 | 24 | 1 | yes |
| VANCE QUATEZ BENNETT | Certified Financial Planner | DUBLIN, OH | 8 | 30 | n/a | yes |
| Bart Michael Fisher | Certified Financial Planner|Chartered Financial Consultant | DUBLIN, OH | 2 | 19 | n/a | yes |
| AARON CHRISTOPHER GARDNER | n/a | DUBLIN, OH | 1 | 17 | n/a | yes |
| Bianka S Fisher | n/a | DUBLIN, OH | 1 | 17 | n/a | yes |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | 2 | Jan 10, 2017 | Oct 17, 2016 | DUBLIN, OH | Team lift out | Other | 66.7% |