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Advisor at OAK PARK WEALTH MANAGEMENT LLC
LAKEWOOD, 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 |
|---|---|---|---|---|---|---|
| OAK PARK WEALTH MANAGEMENT LLC | State registered | Apr 23, 2015 | n/a | yes | LAKEWOOD, OH | Current employment |
| ROBBINS WEALTH MANAGEMENT | Independent wealth | Sep 4, 2013 | Nov 5, 2014 | no | ERIE, PA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 30, 2012 | Sep 13, 2013 | no | WESTLAKE, OH | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jan 27, 2009 | Apr 19, 2012 | no | BEACHWOOD, OH | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jan 27, 2009 | Apr 19, 2012 | no | Orange Village, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Aug 29, 2008 | Jan 20, 2009 | no | CLEVELAND, OH|CLEVELAND, OH|MAYFIELD HEIGHTS, OH|CLEVELAND HTS., OH|MAPLE HEIGHTS, OH|MAYFIELD HEIGHTS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ROBBINS WEALTH MANAGEMENT | OAK PARK WEALTH MANAGEMENT LLC | Nov 5, 2014 | Apr 23, 2015 | 169 | Firm change | Other |
| STRATEGIC ADVISERS LLC | ROBBINS WEALTH MANAGEMENT | Sep 13, 2013 | Sep 4, 2013 | -9 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Apr 19, 2012 | Jan 27, 2009 | -1,178 | Channel change | Other |
| TD AMERITRADE, INC. | STRATEGIC ADVISERS LLC | Apr 19, 2012 | Apr 30, 2012 | 11 | Firm change | Other |
| FIFTH THIRD SECURITIES, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jan 20, 2009 | Jan 27, 2009 | 7 | Firm change | Other |