DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T•• W••••• P•••••••
MORELAND HILLS, OH | MAUMEE, 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 |
|---|---|---|---|---|---|---|
| T•• W••••• P••••••• | Independent wealth | May 11, 2026 | n/a | yes | MAUMEE, OH|MORELAND HILLS, OH | Current employment |
| E••• F••••••••• L•• | Independent wealth | Feb 28, 2024 | Apr 3, 2026 | no | INDEPENDENCE, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E••• F••••••••• L•• | T•• W••••• P••••••• | Apr 3, 2026 | May 11, 2026 | 38 | Firm change | RIA to RIA |
| M• H••••••• S••••••••• I••• | E••• F••••••••• L•• | Feb 28, 2024 | Feb 28, 2024 |
| M• H••••••• S••••••••• I••• | Bd affiliated wealth | Feb 23, 2024 | Feb 28, 2024 | no | INDEPENDENCE, OH | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | Jul 1, 2022 | Feb 9, 2024 | no | BRECKSVILLE, OH | Previous registration |
| R••••• O• L••• W••••• P••••••• | Independent wealth | Jun 20, 2022 | Jan 24, 2024 | no | CLEVELAND, OH | Previous registration |
| 0 |
| Firm change |
| Ibd to RIA |
| L•• F•••••••• L•• | M• H••••••• S••••••••• I••• | Feb 9, 2024 | Feb 23, 2024 | 14 | Firm change | Ibd to ibd |
| R••••• O• L••• W••••• P••••••• | L•• F•••••••• L•• | Jan 24, 2024 | Jul 1, 2022 | -572 | Firm change after gap | RIA to RIA |