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Advisor at 11 FINANCIAL
LUFKIN, TX | Lufkin, 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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| 11 FINANCIAL | Former SEC adviser | Jan 28, 2025 | n/a | yes | Lufkin, TX|LUFKIN, TX | Current employment |
| ENVOY ADVISORY INC. | Independent wealth | Jun 27, 2022 | Apr 18, 2024 | no | COLORADO SPRINGS, CO|Lufkin, TX | Previous registration |
| 11 FINANCIAL | Former SEC adviser | Nov 8, 2018 | Dec 31, 2024 | no | Lufkin, TX|LUFKIN, TX|Lufkin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 11 FINANCIAL | ENVOY ADVISORY INC. | Dec 31, 2024 | Jun 27, 2022 | -918 | Firm change after gap | RIA to RIA |
| ENVOY ADVISORY INC. | 11 FINANCIAL | Apr 18, 2024 | Jan 28, 2025 | 285 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174569:306559:TX:2024-12-31 | Dec 31, 2024 | Jun 27, 2022 | LUFKIN, TX | Firm change after gap |
| 306559:174569:TX:2024-04-18 | Apr 18, 2024 | Jan 28, 2025 | LUFKIN, TX | Firm change |