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Advisor at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
WESTERVILLE, 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 |
|---|---|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | Independent wealth | Jul 18, 2024 | n/a | yes | WESTERVILLE, OH | Current employment |
| THE JOSEPH GROUP CAPITAL MANAGEMENT | Independent wealth | Jan 7, 2013 | Jul 2, 2024 | no | COLUMBUS, OH | Previous registration |
| SUNSET FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 12, 2011 | May 2, 2012 | no | COLUMBUS, OH|OSTRANDER, OH | Previous registration |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Former SEC adviser | Sep 22, 2005 | Jan 22, 2010 | no | FAIRPORT, NY|DUBLIN, OH | Previous registration |
| J.P. MORGAN ASSET MANAGEMENT | n/a | May 21, 2004 | Sep 27, 2005 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE JOSEPH GROUP CAPITAL MANAGEMENT | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | Jul 2, 2024 | Jul 18, 2024 | 16 | Firm change | RIA to RIA |
| SUNSET FINANCIAL SERVICES, INC. | THE JOSEPH GROUP CAPITAL MANAGEMENT | May 2, 2012 | Jan 7, 2013 | 250 | Firm change | Other |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | SUNSET FINANCIAL SERVICES, INC. | Jan 22, 2010 | Jan 12, 2011 | 355 | Firm change | Other |
| J.P. MORGAN ASSET MANAGEMENT | MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Sep 27, 2005 | Sep 22, 2005 | -5 | Firm change | Other |