DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BELLWETHER INVESTMENT SERVICES LLC
Loveland, 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 |
|---|---|---|---|---|---|---|
| BELLWETHER INVESTMENT SERVICES LLC | State registered | Jul 21, 2020 | n/a | yes | Loveland, OH | Current employment |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Jan 5, 2016 | Sep 8, 2020 | no | Cincinnati, OH|CINCINNATI, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Sep 8, 2016 | no | CINCINNATI, OH|LOVELAND, OH|LOVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | BELLWETHER INVESTMENT SERVICES LLC | Sep 8, 2020 | Jul 21, 2020 | -49 | Firm change after gap | RIA to state RIA |
| LPL FINANCIAL LLC | NATIONAL WEALTH MANAGEMENT GROUP, LLC | Sep 8, 2016 | Jan 5, 2016 | -247 | Firm change after gap | Other |