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Advisor at MCLEAN ASSET MANAGEMENT CORP.
TYSONS, VA | Maineville, 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 |
|---|---|---|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORP. | Independent wealth | Oct 29, 2024 | n/a | yes | Maineville, OH|TYSONS, VA | Current employment |
| ALLWORTH FINANCIAL, L.P. | Bd affiliated wealth | Aug 22, 2018 | Oct 21, 2024 | no | CINCINNATI, OH|FOLSOM, CA|Cincinnati, OH | Previous registration |
| SIMPLY MONEY ADVISORS | Former SEC adviser | Feb 29, 2008 | Feb 7, 2019 | no | CINCINNATI, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Jan 12, 2007 | Dec 13, 2007 | no | CINCINNATI, OH|CINCINNATI, OH|WEST CHESTER, OH|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | MCLEAN ASSET MANAGEMENT CORP. | Oct 21, 2024 | Oct 29, 2024 | 8 | Firm change | Ibd to RIA |
| SIMPLY MONEY ADVISORS | ALLWORTH FINANCIAL, L.P. | Feb 7, 2019 | Aug 22, 2018 | -169 | Firm change after gap | RIA to RIA |
| FIFTH THIRD SECURITIES, INC. | SIMPLY MONEY ADVISORS | Dec 13, 2007 | Feb 29, 2008 | 78 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106619:111167:OH:2019-02-07 | Feb 7, 2019 | Aug 22, 2018 | CINCINNATI, OH | Firm change after gap |