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Advisor at LINEWEAVER WEALTH ADVISORS
VALLEY VIEW, 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 |
|---|---|---|---|---|---|---|
| LINEWEAVER WEALTH ADVISORS | Independent wealth | Aug 14, 2026 | n/a | yes | VALLEY VIEW, OH | Current employment |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Oct 25, 2020 | Aug 6, 2026 | no | Westlake, OH|Lyndhurst, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | LINEWEAVER WEALTH ADVISORS | Aug 6, 2026 | Aug 14, 2026 | 8 | Firm change | Ibd to RIA |