DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at NATIONAL WEALTH MANAGEMENT GROUP, LLC
Indianapolis, IN | CINCINNATI, 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 |
|---|---|---|---|---|---|---|
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Jan 6, 2022 | n/a | yes | Indianapolis, IN|CINCINNATI, OH | Current employment |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | Independent wealth | Sep 3, 2020 | Dec 31, 2021 | no | Indianapolis, IN|CINCINNATI, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 22, 2009 | Dec 19, 2011 | no | INDIANAPOLIS, IN|INDIANAPOLIS, IN|SPEEDWAY, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|CARMEL, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|CARMEL, IN|INDIANAPOLIS, IN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 22, 2008 | Dec 15, 2009 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | NATIONAL WEALTH MANAGEMENT GROUP, LLC | Dec 19, 2011 | Sep 3, 2020 | 3,181 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PNC WEALTH MANAGEMENT | Dec 15, 2009 | Dec 22, 2009 | 7 | Firm change | Other |