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Advisor at CREW CAPITAL MANAGEMENT, LTD.
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 |
|---|---|---|---|---|---|---|
| CREW CAPITAL MANAGEMENT, LTD. | Independent wealth | Jan 1, 2026 | n/a | yes | CINCINNATI, OH | Current employment |
| EUDAIMONIA PARTNERS, LLC | Former SEC adviser | Nov 30, 2018 | Dec 8, 2021 | no | Sarasota, FL|WINCHESTER, TN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 28, 2010 | Oct 4, 2018 | no | BRADENTON, FL|SARASOTA, FL|LAKEWOOD RANCH, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jul 22, 2010 | no | Sarasota, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 15, 2007 | Jun 1, 2009 | no | BRADENTON, FL|SARASOTA, FL|BRADENTON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EUDAIMONIA PARTNERS, LLC | CREW CAPITAL MANAGEMENT, LTD. | Dec 8, 2021 | Jan 1, 2026 | 1,485 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | EUDAIMONIA PARTNERS, LLC | Oct 4, 2018 | Nov 30, 2018 | 57 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Jul 22, 2010 | Jul 28, 2010 | 6 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |