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Advisor at OXINAS PARTNERS WEALTH MANAGEMENT
JEFFERSONVILLE, IN | Louisville, KY
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 |
|---|---|---|---|---|---|---|
| OXINAS PARTNERS WEALTH MANAGEMENT | Independent wealth | Sep 21, 2018 | n/a | yes | Louisville, KY|JEFFERSONVILLE, IN | Current employment |
| WADDELL & REED | Former SEC adviser | Apr 12, 2013 | Aug 29, 2018 | no | JEFFERSONVILLE, IN|LOUISVILLE, KY|CHARLEROI, PA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | Apr 15, 2013 | no | LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jun 3, 2011 | Oct 1, 2012 | no | LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | OXINAS PARTNERS WEALTH MANAGEMENT | Aug 29, 2018 | Sep 21, 2018 | 23 | Firm change | Ibd to new firm |
| J.P. MORGAN SECURITIES LLC | WADDELL & REED | Apr 15, 2013 | Apr 12, 2013 | -3 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 866:297462:PA:2018-08-29 | Aug 29, 2018 | Sep 21, 2018 | CHARLEROI, PA | Firm change |