DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Oneseven

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Lukas Austin Thill
Oneseven independent RIABeachwood, Oh Sep 29, 202313 y21
William Dale Thomas
Oneseven independent RIAAkron, Oh Jul 4, 202534 y32
Donald Robert Todd
Certified Financial Planner · dual registrant
Oneseven independent RIABeachwood, Oh Jul 26, 202120 y22
B•••• D••••• T••••••
dual registrant
O••••••• independent RIABeachwood, Oh Apr 10, 202623 y12
D•••• G•••• T•••••••
dual registrant
O••••••• independent RIABeachwood, Oh Apr 9, 202622 y11
T•••••• J•••• V••••••••
Certified Financial Planner
O••••••• independent RIABeachwood, Oh Apr 24, 202418 y21
P•••••• J••• V•••
O••••••• independent RIABeachwood, Oh Nov 18, 202433 y91
A••••• B•••••• V•••••••••
Certified Financial Planner
O••••••• independent RIACincinnati, Oh Oct 31, 202225 y41
L••••• L••••••• W••••••
O••••••• independent RIABeachwood, Oh Jul 5, 201835 y51
J••••• J•••••• W••••••
O••••••• independent RIABeachwood, Oh Aug 28, 202313 y01
V••••••• E•••••••• W••••••
O••••••• independent RIADublin, Oh Sep 12, 202319 y21
M•••••• T••••• W•••••••
Certified Financial Planner
O••••••• independent RIABeachwood, Oh Jul 28, 202319 y64
B••• A••• W••••••
dual registrant
O••••••• independent RIABeachwood, OhFeb 9, 202226 y52
L••• S••• W••••
dual registrant
O••••••• independent RIABeachwood, Oh Apr 1, 202512 y11
G••••• S••••• W••••
O••••••• independent RIABeachwood, Oh Apr 1, 202518 y21
K•••• L•• W•••••••
O••••••• independent RIABeachwood, Oh Jul 19, 202217 y11
M•••••• G••••• W••••••
dual registrant
O••••••• independent RIABeachwood, Oh Jul 4, 202533 y32
S••• M•••••• W••••••
dual registrant
O••••••• independent RIABeachwood, Oh Jul 2, 202511 y12
L•••• W•••••
O••••••• independent RIAWoodway, Tx Oct 13, 202512 y01

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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119 advisors match.