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BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC, CRD 143638
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ERIC JOSEPH ROBBINS | n/a | WESTERVILLE, OH | 19 | 33 | 1 | no |
| JEFFREY GALE BEST | Certified Financial Planner | WESTERVILLE, OH | 19 | 35 | 1 | no |
| DONALD JOHN DEPALMA | n/a | WESTERVILLE, OH | 19 | 33 | 1 | no |
| TIMOTHY PACA WOODBURN | Certified Financial Planner | WESTERVILLE, OH | 4 | 22 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEST, JEFFREY, GALE | MANAGING MEMBER / COO | C | yes | 01/2007 | Jan 24, 2012 | Apr 16, 2012 |
| DEPALMA, DONALD, JOHN | MEMBER / CHIEF COMPLIANCE OFFICER | C | yes | 04/2007 | Jan 24, 2012 | Apr 16, 2012 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MICHAEL CLEVENGER | n/a | n/a | n/a | N | no | n/a |
| THOMAS BILLMAN | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2011 | Jan 24, 2012 | $30.2M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2011 | $30.9M | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |