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Advisor at ARETE WEALTH ADVISORS, LLC
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 |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Nov 13, 2025 | n/a | yes | San Antonio, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 4, 2025 | Oct 30, 2025 | no | San Antonio, TX|SAN ANTONIO, TX|San Antonio, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | ARETE WEALTH ADVISORS, LLC | Oct 30, 2025 | Nov 13, 2025 | 14 | Firm change | Wirehouse to ibd |