DFX Intelligence
Reading the graph
Reading the graph
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Advisor at A•••• F•••••••• S••••••••• G••••• L••
NEW ALBANY, IN
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 |
|---|---|---|---|---|---|---|
| A•••• F•••••••• S••••••••• G••••• L•• | Independent wealth | Jun 20, 2025 | n/a | yes | NEW ALBANY, IN | Current employment |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Dec 4, 2024 | May 21, 2025 | no | Louisville, KY |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | A•••• F•••••••• S••••••••• G••••• L•• | May 21, 2025 | Jun 20, 2025 | 30 | Firm change | Ibd to RIA |