R•••••• G•••••

Advisor at F•••• T•••• S••••••••• I•••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d46d750b-f361-8250-63c2-3cc604dda85d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••• T•••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Feb 11, 2020	n/a	yes	FAIRVIEW PARK, OH\|NORTH OLMSTED, OH\|NORTH RIDGEVILLE, OH	Current employment
C••••••• S••••••••• I•••	Bd affiliated wealth	Aug 16, 2016	Jan 8, 2020	no	CLEVELAND, OH\|BRUNSWICK, OH\|FAIRLAWN, OH\|UNIVERSITY HEIGHTS, OH\|SOUTHGATE, MI\|SOUTHFIELD, MI\|ROCKY RIVER, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S••••••••• I•••	F•••• T•••• S••••••••• I•••	Jan 8, 2020	Feb 11, 2020	34	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ F•••• T•••• S••••••••• I•••Registered adviserregistration: current employment
Feb 11, 2020 to presentfactForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 16, 2016 to Jan 8, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d46d750b-f361-8250-63c2-3cc604dda85d
First observed: Aug 16, 2016
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.