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Advisor at PERISSOS PRIVATE WEALTH MANAGEMENT
Bethany, OK
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 |
|---|---|---|---|---|---|---|
| PERISSOS PRIVATE WEALTH MANAGEMENT | Independent wealth | Feb 4, 2020 | n/a | yes | Bethany, OK | Current employment |
| TRAC WEALTH MANAGEMENT, INC | State registered | Jan 5, 2016 | Nov 18, 2019 | no | Norman, OK|NORMAN, OK | Previous registration |
| ACCESS CAPITAL MANAGEMENT, LLC | Former SEC adviser | Apr 29, 2010 | Jun 30, 2015 | no | BETHANY, OK | Previous registration |
| ACCESS FINANCIAL GROUP, INC. | Former SEC adviser | Feb 8, 2008 | Aug 26, 2015 | no | BETHANY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRAC WEALTH MANAGEMENT, INC | PERISSOS PRIVATE WEALTH MANAGEMENT | Nov 18, 2019 | Feb 4, 2020 | 78 | Firm change | Other |
| ACCESS FINANCIAL GROUP, INC. | ACCESS CAPITAL MANAGEMENT, LLC | Aug 26, 2015 | Apr 29, 2010 | -1,945 | Firm change after gap | Other |
| ACCESS CAPITAL MANAGEMENT, LLC | TRAC WEALTH MANAGEMENT, INC | Jun 30, 2015 | Jan 5, 2016 | 189 | Firm change | Other |