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Advisor at SOUDERS FINANCIAL ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS, LLC | Independent wealth | Jun 21, 2018 | n/a | yes | CINCINNATI, OH | Current employment |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Apr 9, 2009 | Jun 14, 2018 | no | CINCINNATI, OH | Previous registration |
| EDWARD JONES | National bd RIA | Jan 24, 2007 | Mar 25, 2009 | no | ST. LOUIS, MO|CINCINNATI, OH|WEST CHESTER, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | SOUDERS FINANCIAL ADVISORS, LLC | Jun 14, 2018 | Jun 21, 2018 | 7 | Firm change | RIA to new firm |
| EDWARD JONES | ADVANTAGE INVESTMENT MANAGEMENT, LLC | Mar 25, 2009 | Apr 9, 2009 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146236:296780:OH:2018-06-11 | Jun 14, 2018 | Jun 21, 2018 | CINCINNATI, OH | Firm change |