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Advisor at OXFORD FINANCIAL GROUP, LTD
CARMEL, IN
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 |
|---|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD | Independent wealth | Feb 1, 1999 | n/a | yes | CARMEL, IN | Current employment |
| CROWE WEALTH MANAGEMENT, LLC | n/a | May 27, 2003 | Jan 19, 2011 | no | CARMEL, IN | Previous registration |
| OLIVE OXFORD OFFICE LLC | n/a | Nov 1, 2002 | Oct 2, 2006 | no | CARMEL, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROWE WEALTH MANAGEMENT, LLC | n/a | Jan 19, 2011 | n/a | n/a | Departure no registered destination | Departure |
| OLIVE OXFORD OFFICE LLC | CROWE WEALTH MANAGEMENT, LLC | Oct 2, 2006 | May 27, 2003 | -1,224 | Firm change after gap | Other |