DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SULLIVAN MERMEL, INC.
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| SULLIVAN MERMEL, INC. | State registered | Sep 15, 2023 | n/a | yes | CHICAGO, IL | Current employment |
| ORGEL WEALTH MANAGEMENT, LLC | Independent wealth | Oct 16, 2018 | Jul 8, 2019 | no | ALTOONA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | SULLIVAN MERMEL, INC. | Jul 8, 2019 | Sep 15, 2023 | 1,530 | Firm change after gap | RIA to state RIA |