DFX Intelligence
Reading the graph
Reading the graph
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Advisor at E•••• F•••••••• P•••••••
CLARKSVILLE, TN
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 |
|---|---|---|---|---|---|---|
| E•••• F•••••••• P••••••• | Independent wealth | Dec 16, 2024 | n/a | yes | CLARKSVILLE, TN | Current employment |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Apr 30, 2024 | Oct 31, 2024 | no | Clarksville, TN |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | E•••• F•••••••• P••••••• | Oct 31, 2024 | Dec 16, 2024 | 46 | Firm change | Ibd to new firm |
| R•• C•••••• M••••••• L•• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | May 8, 2024 | Apr 30, 2024 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:333092:TN:2024-10-31 | Oct 31, 2024 | Dec 16, 2024 | CLARKSVILLE, TN | Firm change |
| 8174:31194:PA:2017-12-10 | Dec 10, 2017 | Nov 30, 2017 | SEWICKLEY, PA | Firm change |
| R•• C•••••• M••••••• L•• | National bd RIA | Nov 30, 2017 | May 8, 2024 | no | SEWICKLEY, PA|Clarksville, TN | Previous registration |
| U•• F•••••••• S••••••• I••• | Wirehouse | Jul 4, 2016 | Dec 10, 2017 | no | SEWICKLEY, PA | Previous registration |
| -8 |
| Firm change |
| Ibd to ibd |
| U•• F•••••••• S••••••• I••• | R•• C•••••• M••••••• L•• | Dec 10, 2017 | Nov 30, 2017 | -10 | Firm change | Wirehouse to ibd |