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- Title
- PARTNERreportedargentarii.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••••••• L•• independent RIA currentsince Aug 5, 2025 · Cincinnati, Oh
- C••••••••• A•••••••• L•• unclassifiedNov 14, 2006 to Feb 7, 2008 · Cincinnati, Oh
- U•• F•••••••• S••••••• I••• wirehouseApr 28, 1997 to Apr 15, 2005 · Cincinnati, Oh
- C••••••••• A•••••••• L•• to A••••••••• L••left Feb 7, 2008, registered Aug 5, 2025 (6389 days) · Other
- U•• F•••••••• S••••••• I••• to C••••••••• A•••••••• L••left Apr 15, 2005, registered Nov 14, 2006 (578 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address