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Advisor at MEEDER ADVISORY SERVICES, INC.
DUBLIN, 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 |
|---|---|---|---|---|---|---|
| MEEDER ADVISORY SERVICES, INC. | Independent wealth | May 7, 2021 | n/a | yes | DUBLIN, OH | Current employment |
| MEEDER ASSET MANAGEMENT, INC. | Asset manager | Jul 31, 2019 | May 7, 2021 | no | DUBLIN, OH | Previous registration |
| ADVISORS CAPITAL MANAGEMENT, LLC | Independent wealth | Aug 29, 2017 | May 14, 2019 | no | Waukee, IA|RIDGEWOOD, NJ | Previous registration |
| HORIZON INVESTMENTS LLC | Asset manager | Jul 6, 2010 | Aug 21, 2017 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEEDER ASSET MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC. | May 7, 2021 | May 7, 2021 | 0 | Firm change | Other |
| ADVISORS CAPITAL MANAGEMENT, LLC | MEEDER ASSET MANAGEMENT, INC. | May 14, 2019 | Jul 31, 2019 | 78 | Firm change | Other |
| HORIZON INVESTMENTS LLC | ADVISORS CAPITAL MANAGEMENT, LLC | Aug 21, 2017 | Aug 29, 2017 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105794:106814:OH:2021-05-05 | May 7, 2021 | May 7, 2021 | DUBLIN, OH | Firm change |