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Advisor at UNITED ADVISOR GROUP
Atlanta, GA | CINCINNATI, 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 |
|---|---|---|---|---|---|---|
| UNITED ADVISOR GROUP | Independent wealth | Mar 8, 2023 | n/a | yes | Atlanta, GA|CINCINNATI, OH | Current employment |
| ON INVESTMENT MANAGEMENT CO | Bd affiliated wealth | Apr 29, 2021 | Mar 1, 2023 | no | Springfield, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ON INVESTMENT MANAGEMENT CO | UNITED ADVISOR GROUP | Mar 1, 2023 | Mar 8, 2023 | 7 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105662:324205:MO:2023-02-16 | Mar 1, 2023 | Mar 8, 2023 | SPRINGFIELD, MO | Firm change |