DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WALLER FINANCIAL PLANNING GROUP, INC.
COLUMBUS, 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 |
|---|---|---|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC. | Independent wealth | Jan 30, 2012 | n/a | yes | COLUMBUS, OH | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 3, 2011 | Dec 18, 2013 | no | COLUMBUS, OH|COLUMBUS, OH|SAN DIEGO, CA|NAPLES, FL | Previous registration |
| WALLER FINANCIAL PLANNING GROUP INC | n/a | Mar 17, 2003 | Apr 16, 2012 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WALLER FINANCIAL PLANNING GROUP, INC. | Dec 18, 2013 | Jan 30, 2012 | -688 | Firm change after gap | Other |
| WALLER FINANCIAL PLANNING GROUP INC | LPL FINANCIAL LLC | Apr 16, 2012 | Aug 3, 2011 | -257 | Firm change after gap | Other |