DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VENTURE VISIONARY PARTNERS LLC
Bonita Springs, FL | SYLVANIA, 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 |
|---|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | Independent wealth | Nov 5, 2025 | n/a | yes | Bonita Springs, FL|SYLVANIA, OH | Current employment |
| CARNEGIE INVESTMENT COUNSEL | Independent wealth | Aug 9, 2019 | Oct 22, 2025 | no | PEPPER PIKE, OH|Ft. Myers, FL | Previous registration |
| MATHESON FINANCIAL | n/a | May 1, 2008 | Dec 12, 2019 | no | BONITA SPRINGS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CARNEGIE INVESTMENT COUNSEL | VENTURE VISIONARY PARTNERS LLC | Oct 22, 2025 | Nov 5, 2025 | 14 | Firm change | RIA to RIA |
| MATHESON FINANCIAL | CARNEGIE INVESTMENT COUNSEL | Dec 12, 2019 | Aug 9, 2019 | -125 | Firm change after gap | Other |