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Advisor at ARGENTARII, 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 |
|---|---|---|---|---|---|---|
| ARGENTARII, LLC | Independent wealth | Aug 5, 2025 | n/a | yes | CINCINNATI, OH | Current employment |
| COPPERTREE ADVISORS, LLC | n/a | Nov 14, 2006 | Feb 7, 2008 | no | CINCINNATI, OH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 28, 1997 | Apr 15, 2005 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COPPERTREE ADVISORS, LLC | ARGENTARII, LLC | Feb 7, 2008 | Aug 5, 2025 | 6,389 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | COPPERTREE ADVISORS, LLC | Apr 15, 2005 | Nov 14, 2006 | 578 | Firm change after gap | Other |