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Reading the graph
Advisor at VICTORY FINANCIAL
Coppell, TX | AUSTIN, 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 |
|---|---|---|---|---|---|---|
| VICTORY FINANCIAL | Independent wealth | Oct 8, 2024 | n/a | yes | AUSTIN, TX|Coppell, TX | Current employment |
| SAGESPRING WEALTH PARTNERS | Independent wealth | Mar 27, 2019 | Oct 7, 2024 | no | frisco, TX|FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGESPRING WEALTH PARTNERS | VICTORY FINANCIAL | Oct 7, 2024 | Oct 8, 2024 | 1 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283515:324943:TN:2024-10-01 | Oct 7, 2024 | Oct 8, 2024 | FRANKLIN, TN | Firm change |