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Advisor at FORMIDABLE ASSET MANAGEMENT, LLC
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 |
|---|---|---|---|---|---|---|
| FORMIDABLE ASSET MANAGEMENT, LLC | Independent wealth | Sep 10, 2024 | n/a | yes | CINCINNATI, OH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 4, 2020 | Jul 22, 2024 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | FORMIDABLE ASSET MANAGEMENT, LLC | Jul 22, 2024 | Sep 10, 2024 | 50 | Firm change | Ibd to RIA |