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CRD 129549
AKRON, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| F•••• P•• B••••••••• | n/a | AKRON, OH | 18 | 45 | 3 | no |
| A•• D• V•••••• | n/a | AKRON, OH | 5 | 19 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 1 | 3 | n/a | 0 | 0 | 0 | 4 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••••••• F•••••••• N•••••• | 2 | Jan 30, 2023 | Jan 27, 2023 | BEACHWOOD, OH | Team lift out | Other | 16.7% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| F•••• O• S••••••• L•• | 3 | Dec 23, 2025 | Jan 26, 2026 | FT MITCHELL, KY | Firm absorbed | Other | 60.0% |
| V•••••• A•••••••• I••• | 2 | Jan 27, 2023 | Mar 18, 2019 |
| yes |
| A••••• R••• | n/a | AKRON, OH | 0 | 23 | 5 | no |
| WARREN, OH |
| Team lift out |
| Ibd to state RIA |
| 0.9% |
| V•••••• A•••••••• I••• | 2 | Dec 31, 2021 | Mar 5, 2019 | WORTHINGTON, OH | Team lift out | Ibd to state RIA | 0.9% |