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Advisor at VENTURE VISIONARY PARTNERS LLC
SYLVANIA, 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 |
|---|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | Independent wealth | Nov 11, 2020 | n/a | yes | SYLVANIA, OH | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 27, 2016 | Nov 20, 2020 | no | SYLVANIA, OH | Previous registration |
| HYPERION WEALTH MANAGEMENT LLC | n/a | Oct 29, 2009 | Jun 23, 2010 | no | LEIPSIC, OH | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Feb 7, 2003 | Jul 8, 2005 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | VENTURE VISIONARY PARTNERS LLC | Nov 20, 2020 | Nov 11, 2020 | -9 | Firm change | Wirehouse to RIA |
| HYPERION WEALTH MANAGEMENT LLC | UBS FINANCIAL SERVICES INC. | Jun 23, 2010 | Apr 27, 2016 | 2,135 | Firm change after gap | Other |
| NATCITY INVESTMENTS, INC. | HYPERION WEALTH MANAGEMENT LLC | Jul 8, 2005 | Oct 29, 2009 | 1,574 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:304237:OH:2020-11-20 | Nov 20, 2020 | Nov 11, 2020 | SYLVANIA, OH | Firm change |