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Reading the graph
Advisor at VANGUARD ADVISERS, INC.
PLANO, 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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jun 4, 2026 | n/a | yes | PLANO, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 17, 2025 | Apr 19, 2026 | no | DALLAS, TX | Previous registration |
| ARVEST WEALTH MANAGEMENT | Independent wealth | Apr 5, 2023 | Sep 19, 2025 | no | TULSA, OK|Tulsa, OK|Broken Arrow, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | VANGUARD ADVISERS, INC. | Apr 19, 2026 | Jun 4, 2026 | 46 | Firm change | Wirehouse to ibd |
| ARVEST WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | Sep 19, 2025 | Oct 17, 2025 | 28 | Firm change | RIA to wirehouse |