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Advisor at TRIUMPH WEALTH ADVISORS, INC.
League City, 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 |
|---|---|---|---|---|---|---|
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Oct 14, 2024 | n/a | yes | League City, TX | Current employment |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | May 5, 2016 | Jul 22, 2024 | no | League City, TX|ACWORTH, GA|League City, TX | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Jul 7, 2014 | May 12, 2016 | no | MINNEAPOLIS, MN|LEAGUE CITY, TX | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Jan 13, 2012 | Jul 3, 2014 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUESTAR ASSET MANAGEMENT, INC. | TRIUMPH WEALTH ADVISORS, INC. | May 12, 2016 | May 5, 2016 | -7 | Firm change | Other |
| PRIMERICA ADVISORS | QUESTAR ASSET MANAGEMENT, INC. | Jul 3, 2014 | Jul 7, 2014 | 4 | Firm change | Other |