DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DELOS CAPITAL ADVISORS
DALLAS, 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 |
|---|---|---|---|---|---|---|
| DELOS CAPITAL ADVISORS | Independent wealth | Jan 17, 2024 | n/a | yes | DALLAS, TX | Current employment |
| DELOS CAPITAL ADVISORS | Independent wealth | Mar 22, 2019 | Dec 31, 2023 | no | DALLAS, TX|Dallas, TX | Previous registration |
| LEAR INVESTMENT MANAGEMENT | Mixed wealth | Aug 22, 2016 | Mar 26, 2019 | no | DALLAS, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 2, 2008 | Aug 24, 2016 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEAR INVESTMENT MANAGEMENT | DELOS CAPITAL ADVISORS | Mar 26, 2019 | Mar 22, 2019 | -4 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | LEAR INVESTMENT MANAGEMENT | Aug 24, 2016 | Aug 22, 2016 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174119:300734:TX:2019-03-26 | Mar 26, 2019 | Mar 22, 2019 | DALLAS, TX | Firm change |