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Advisor at ROOT WEALTH MANAGEMENT
DECATUR, GA
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 |
|---|---|---|---|---|---|---|
| ROOT WEALTH MANAGEMENT | State registered | Mar 13, 2024 | n/a | yes | DECATUR, GA | Current employment |
| TOUCHSTONE ADVISORS INC | Asset manager | Apr 17, 2017 | Mar 19, 2024 | no | DECATUR, GA|CINCINNATI, OH|DECATUR, GA | Previous registration |
| MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC | Asset manager | Jan 6, 2011 | Apr 17, 2017 | no | BOSTON, MA | Previous registration |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | Asset manager | Jan 6, 2011 | Apr 13, 2017 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| FEDERATED INVESTMENT COUNSELING | Institutional manager | Sep 20, 2010 | Apr 13, 2017 | no | PITTSBURGH, PA | Previous registration |
| FEDERATED SECURITIES CORP. | No RAUM reported | Sep 20, 2010 | Apr 13, 2017 | no | PITTSBURGH, PA|DECATUR, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TOUCHSTONE ADVISORS INC | ROOT WEALTH MANAGEMENT | Mar 19, 2024 | Mar 13, 2024 | -6 | Firm change | Other |
| MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC | TOUCHSTONE ADVISORS INC | Apr 17, 2017 | Apr 17, 2017 | 0 | Firm change | Other |
| FEDERATED INVESTMENT COUNSELING | FEDERATED SECURITIES CORP. | Apr 13, 2017 | Sep 20, 2010 | -2,397 | Channel change | Other |
| FEDERATED SECURITIES CORP. | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | Apr 13, 2017 | Jan 6, 2011 | -2,289 | Channel change | Other |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC | Apr 13, 2017 | Jan 6, 2011 | -2,289 | Channel change | Other |