DFX Intelligence
Reading the graph
Reading the graph
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Advisor at V•• C•••••• W••••• M••••••••• L••
Loveland, OH | MINNEAPOLIS, MN
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 |
|---|---|---|---|---|---|---|
| V•• C•••••• W••••• M••••••••• L•• | Independent wealth | Jul 13, 2026 | n/a | yes | Loveland, OH|MINNEAPOLIS, MN | Current employment |
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Mar 1, 2010 | Mar 16, 2012 | no | CINCINNATI, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•••• T•••• S••••••••• I••• | V•• C•••••• W••••• M••••••••• L•• | Mar 16, 2012 | Jul 13, 2026 | 5,232 | Firm change after gap | Other |
| M•• F•••••••• S•••••••• I••• | F•••• T•••• S••••••••• I••• | Sep 7, 2005 | Mar 30, 2007 |
| F•••• T•••• S••••••••• I••• | Bd affiliated wealth | Mar 30, 2007 | Apr 22, 2008 | no | CINCINNATI, OH|CINCINNATI, OH | Previous registration |
| M•• F•••••••• S•••••••• I••• | Former SEC adviser | May 10, 2005 | Sep 7, 2005 | no | RALEIGH, NC | Previous registration |
| 569 |
| Firm change after gap |
| Other |