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CRD 160649
SOUTHLAKE, TX
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 |
|---|---|---|---|---|---|---|
| WILLIAM ARTHUR TYLER | Certified Financial Planner|Chartered Financial Consultant | SOUTHLAKE, TX | 14 | 31 | 3 | no |
| MICHAEL DON MORROW | n/a | Pittsburg, TX | SOUTHLAKE, TX | 8 | 33 | 6 | no |
| Kelly Marie Fasterling | n/a | SOUTHLAKE, TX | Colorado Springs, CO | 7 | 20 | 1 | no |
| Michael William Dotti | n/a | SOUTHLAKE, TX | 3 | 33 | n/a | no |
| Colton Paul Jackson | n/a | Meridian, ID | SOUTHLAKE, TX | 3 | 11 | 2 | no |
| Robert Quinn Borchert | n/a | Colorado Springs, CO | SOUTHLAKE, TX | 1 | 19 | n/a | no |
| Richard Macciola | n/a | SOUTHLAKE, TX | Manalapan, NJ | 1 | 14 | 3 | no |
| JAMES DENNIS UNDERWOOD | n/a | Pompano Beach, FL | SOUTHLAKE, TX | 1 | 22 | 5 | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 0 | 0 | 1 | 1 |