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Reading the graph
Advisor at GATEPASS CAPITAL, LLC
INDEPENDENCE, 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 |
|---|---|---|---|---|---|---|
| GATEPASS CAPITAL, LLC | Independent wealth | Nov 30, 2025 | n/a | yes | INDEPENDENCE, OH | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 29, 2016 | Sep 5, 2025 | no | Phoenix, AZ|Corte Madera, CA|CORTE MADERA, CA|Westlake, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | GATEPASS CAPITAL, LLC | Sep 5, 2025 | Nov 30, 2025 | 86 | Firm change | Ibd to RIA |