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Advisor at ALTIORA FINANCIAL GROUP, LLC
LEBANON, 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 |
|---|---|---|---|---|---|---|
| ALTIORA FINANCIAL GROUP, LLC | Independent wealth | Jul 6, 2018 | n/a | yes | LEBANON, OH | Current employment |
| GENERATIONS WEALTH, LLC | Independent wealth | Nov 24, 2014 | Sep 14, 2020 | no | CINCINNATI, OH|Lebanon, OH | Previous registration |
| PURPOSE WEALTH | Former SEC adviser | Apr 15, 2008 | Feb 5, 2015 | no | LEBANON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENERATIONS WEALTH, LLC | ALTIORA FINANCIAL GROUP, LLC | Sep 14, 2020 | Jul 6, 2018 | -801 | Firm change after gap | RIA to RIA |
| PURPOSE WEALTH | GENERATIONS WEALTH, LLC | Feb 5, 2015 | Nov 24, 2014 | -73 | Firm change after gap | Other |