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Advisor at HAMILTON CAPITAL
COLUMBUS, 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 |
|---|---|---|---|---|---|---|
| HAMILTON CAPITAL | Independent wealth | Jul 23, 2021 | n/a | yes | COLUMBUS, OH | Current employment |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 27, 2020 | Jul 19, 2021 | no | WESTERVILLE, OH | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | May 1, 2018 | Feb 11, 2020 | no | COLUMBUS, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 13, 2014 | May 20, 2016 | no | WESTERVILLE, OH|COLUMBUS, OH|WORTHINGTON, OH | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jul 2, 2013 | Jul 2, 2014 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | HAMILTON CAPITAL | Jul 19, 2021 | Jul 23, 2021 | 4 | Firm change | RIA to RIA |
| OSAIC FA, INC. | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | Feb 11, 2020 | Feb 27, 2020 | 16 | Firm change | Ibd to RIA |
| PNC WEALTH MANAGEMENT | OSAIC FA, INC. | May 20, 2016 | May 1, 2018 | 711 | Firm change after gap | Other |
| MML INVESTORS SERVICES, LLC | PNC WEALTH MANAGEMENT | Jul 2, 2014 | Aug 13, 2014 | 42 | Firm change | Other |