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Advisor at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
DAYTON, 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 |
|---|---|---|---|---|---|---|
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | Independent wealth | Jan 24, 2020 | n/a | yes | DAYTON, OH | Current employment |
| SANCTUARY ADVISORS, LLC | Bd affiliated wealth | Apr 24, 2019 | Aug 7, 2019 | no | Dayton, OH|MIAMI, FL | Previous registration |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | Independent wealth | Jun 28, 2018 | May 7, 2019 | no | DAYTON, OH | Previous registration |
| DEAN FINANCIAL SERVICES | Independent wealth | Sep 16, 2004 | Sep 8, 2008 | no | DAYTON, OH | Previous registration |
| DEAN INVESTMENTS | Mixed wealth | Jan 1, 2000 | Dec 8, 2008 | no | DAYTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | Aug 7, 2019 | Jan 24, 2020 | 170 | Firm change | Other |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | SANCTUARY ADVISORS, LLC | May 7, 2019 | Apr 24, 2019 | -13 | Firm change | Other |
| DEAN INVESTMENTS | DEAN FINANCIAL SERVICES | Dec 8, 2008 | Sep 16, 2004 | -1,544 | Firm change after gap | Other |
| DEAN FINANCIAL SERVICES | BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | Sep 8, 2008 | Jun 28, 2018 | 3,580 | Firm change after gap | Other |