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Advisor at MEEDER ADVISORY SERVICES, INC.
DUBLIN, 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 |
|---|---|---|---|---|---|---|
| MEEDER ADVISORY SERVICES, INC. | Independent wealth | Oct 25, 2024 | n/a | yes | DUBLIN, OH | Current employment |
| BNY MELLON ADVISORS, INC. | Bank affiliated wealth | Jan 5, 2023 | Nov 13, 2024 | no | NEW YORK, NY|Plain City, OH | Previous registration |
| MEEDER ADVISORY SERVICES, INC. | Independent wealth | May 7, 2021 | Nov 22, 2022 | no | DUBLIN, OH | Previous registration |
| MEEDER ASSET MANAGEMENT, INC. | Asset manager | Jul 29, 2019 | May 7, 2021 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BNY MELLON ADVISORS, INC. | MEEDER ADVISORY SERVICES, INC. | Nov 13, 2024 | Oct 25, 2024 | -19 | Firm change | RIA to RIA |
| MEEDER ADVISORY SERVICES, INC. | BNY MELLON ADVISORS, INC. | Nov 22, 2022 | Jan 5, 2023 | 44 | Firm change | RIA to RIA |
| MEEDER ASSET MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC. | May 7, 2021 | May 7, 2021 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105794:106814:OH:2021-05-05 | May 7, 2021 | May 7, 2021 | DUBLIN, OH | Firm change |