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Advisor at VENTURE VISIONARY PARTNERS LLC
BONITA SPRINGS, FL | 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 | Feb 16, 2023 | n/a | yes | SYLVANIA, OH|BONITA SPRINGS, FL | Current employment |
| LANDING POINT FINANCIAL GROUP | Independent wealth | Jul 20, 2021 | Feb 15, 2023 | no | AVON, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 31, 2019 | Jun 21, 2021 | no | AVON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LANDING POINT FINANCIAL GROUP | VENTURE VISIONARY PARTNERS LLC | Feb 15, 2023 | Feb 16, 2023 | 1 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | LANDING POINT FINANCIAL GROUP | Jun 21, 2021 | Jul 20, 2021 | 29 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:312978:OH:2021-06-21 | Jun 21, 2021 | Jul 20, 2021 | AVON, OH | Firm change |