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Advisor at PARK EDGE ADVISORS, LLC
CLEVELAND, 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 |
|---|---|---|---|---|---|---|
| PARK EDGE ADVISORS, LLC | Independent wealth | Jul 1, 2022 | n/a | yes | CLEVELAND, OH | Current employment |
| MCDONALD PARTNERS LLC | Independent wealth | Aug 3, 2020 | Sep 30, 2020 | no | CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCDONALD PARTNERS LLC | PARK EDGE ADVISORS, LLC | Sep 30, 2020 | Jul 1, 2022 | 639 | Firm change after gap | RIA to new firm |