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Advisor at BOLLIN WEALTH MANAGEMENT, LLC
PERRYSBURG, 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 |
|---|---|---|---|---|---|---|
| BOLLIN WEALTH MANAGEMENT, LLC | State registered | Mar 3, 2026 | n/a | yes | PERRYSBURG, OH | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | Jan 7, 2026 | no | Perrysburg, OH | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | May 5, 2021 | Nov 1, 2021 | no | PERRYSBURG, OH|Lincoln, NE|Lincoln, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | BOLLIN WEALTH MANAGEMENT, LLC | Jan 7, 2026 | Mar 3, 2026 | 55 | Firm change | Ibd to state RIA |
| AMERITAS ADVISORY SERVICES | AMERITAS ADVISORY SERVICES, LLC | Nov 1, 2021 | Nov 1, 2021 | 0 | Bulk transfer | Ibd to ibd |