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Advisor at MONEY MANAGERS, INC.
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 4, 2025 | n/a | yes | SAN ANTONIO, TX | Current employment |
| MONEY MANAGERS, INC. | Independent wealth | Jan 8, 2010 | n/a | yes | SAN ANTONIO, TX | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Nov 9, 2015 | May 30, 2025 | no | ADDISON, TX|HOUSTON, TX|San Antonio, TX | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jan 9, 2006 | Feb 8, 2006 | no | SAN ANTONIO, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 27, 1996 | Dec 19, 2005 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | LPL FINANCIAL LLC | May 30, 2025 | Dec 4, 2025 | 188 | Firm change | Ibd to ibd |
| CITIGROUP GLOBAL MARKETS INC. | MONEY MANAGERS, INC. | Feb 8, 2006 | Jan 8, 2010 | 1,430 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | CITIGROUP GLOBAL MARKETS INC. | Dec 19, 2005 | Jan 9, 2006 | 21 | Firm change | Other |