DFX Intelligence
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Reading the graph
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Advisor at I•••••• F•••••
CHARLOTTE, NC | Pinconning, MI
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 |
|---|---|---|---|---|---|---|
| I•••••• F••••• | Independent wealth | Jan 9, 2025 | n/a | yes | Pinconning, MI|CHARLOTTE, NC | Current employment |
| B•• A••••••• | State registered | Sep 17, 2015 | Apr 17, 2017 | no | Pinconning, MI|AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B•• A••••••• | I•••••• F••••• | Apr 17, 2017 | Jan 9, 2025 | 2,824 | Firm change after gap | Other |
| G••••••• A•••••••• L•• | B•• A••••••• | Mar 28, 2013 | Sep 17, 2015 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169468:174411:OH:2017-04-17 | Apr 17, 2017 | Jan 9, 2025 | AKRON, OH | Firm change after gap |
| G••••••• A•••••••• L•• | Independent wealth | Jun 5, 2012 | Mar 28, 2013 | no | PINCONNING, MI|ARDEN HILLS, MN | Previous registration |
| Firm change after gap |
| Other |