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Advisor at WEALTHQUEST CORPORATION
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 |
|---|---|---|---|---|---|---|
| WEALTHQUEST CORPORATION | Independent wealth | Dec 13, 2006 | n/a | yes | CINCINNATI, OH | Current employment |
| WEALTH PLANNING CORP | Former SEC adviser | Oct 6, 1999 | Mar 29, 2016 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH PLANNING CORP | WEALTHQUEST CORPORATION | Mar 29, 2016 | Dec 13, 2006 | -3,394 | Firm change after gap | Other |