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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

ISC ADVISORS, INC.

CRD 166586

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1151b958-4a07-227d-7ee3-8758c8d9ff4d

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 63
Dated events: 12
On other graphs: 0
Observed: Mar 4, 2013 to Jul 9, 2026
45 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.48 fund_share=0.0 institutional_share=0.48 related_bd=true related_bank=false bd_reps=30.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $632M
Private client RAUM: $778MderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 28
RAUM per advisor: $57.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 30
Advisory employees: 25
Offices: 25Schedule D 1.F, beyond the principal office
Accounts: 1,928
Individual clients: 1,581
High net worth clients: 199
SEC number: 801-77727
CRD: 166586
Filings on the tape: 45
First filed: Mar 4, 2013
Latest filed: Jul 9, 2026
Organised: Corporation, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 27

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT ALLEN HAYES	n/a	DALLAS, TX	13	33	1	yes
STEVEN RAY GARVIN	n/a	McKinney, TX \| DALLAS, TX	13	36	n/a	yes
HENRY WILLIAM HENDERSON	n/a	DALLAS, TX	13	25	n/a	yes
JACK CORBETT HANKINS	n/a	DALLAS, TX	13	30	n/a	yes
DERRILL CHAD BRANTLEY	n/a	DALLAS, TX \| BRYAN, TX	13	24	n/a	yes
MICKEY EUGENE LEA	n/a	DALLAS, TX \| BRYAN, TX	13	36	n/a	yes
DANIEL THOMAS PROULX	Chartered Financial Consultant	Denton, TX \| DALLAS, TX	13	30	1	yes
ROBERT LEE MORRISON	n/a	DALLAS, TX \| Irving, TX	12	24	1	yes
RICHARD JAMES BOWLING	n/a	Grand Rapids, MI \| DALLAS, TX	10	32	1	yes
Mark David Keffer	n/a	Gunter, TX \| DALLAS, TX	10	12	1	yes
CARLOS JAVIER GARZA	n/a	Plano, TX \| DALLAS, TX	9	38	n/a	yes
KATHRYN JANE HUNTEMAN	Chartered Financial Consultant	DALLAS, TX	9	32	1	yes
JOHN KARL KRIEL	Certified Financial Planner	DALLAS, TX \| College Station, TX	9	18	n/a	yes
Frank Ernest Wilson	n/a	Wichita Falls, TX \| DALLAS, TX	8	10	1	yes
BRIAN PAUL HASELDEN	Chartered Financial Consultant	DALLAS, TX	8	30	n/a	yes
Tyler Kastner	n/a	DALLAS, TX	8	19	n/a	yes
GEORGE DAVID LEA	n/a	DALLAS, TX \| Bryan, TX	7	36	n/a	yes
ANDREYA STARLITE WEADON	n/a	DALLAS, TX	7	29	n/a	yes
BILLY FLOYD SIMS	n/a	Dallas, TX \| DALLAS, TX	7	39	1	yes
CLIVE EDWARD BLOWERS	Certified Financial Planner	DALLAS, TX	5	33	2	yes
Reid Rottino	n/a	DALLAS, TX	4	10	n/a	yes
SHARON ELAINE BERRY	Chartered Financial Consultant	DALLAS, TX	4	33	1	yes
JEFFREY SCOTT BROADDUS	n/a	DALLAS, TX	2	12	3	yes
Mark Robert Henderson	n/a	DALLAS, TX \| FAIRVIEW, TX	1	10	n/a	yes
GRANT JUNO	n/a	DALLAS, TX	1	11	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ISC GROUP, INC.	Owner	E	yes	12/2012	Jul 9, 2026	Jul 9, 2026
MCCAIN, MARCUS, COLE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2026	Jul 9, 2026	Jul 9, 2026
STERLING, DONALD, WILLIAM	FINANCIAL OPERATIONS PRINCIPAL	Na	yes	12/2012	Jul 9, 2026	Jul 9, 2026
HAYES, SCOTT, ALLEN	President	D	yes	12/2012	Mar 4, 2013	Nov 1, 2024
HAYES, SCOTT, ALLEN	Member	D	yes	12/2012	Mar 4, 2013	Nov 1, 2024
ISC INVESTMENT MANAGEMENT, LLC	Owner	E	yes	12/2012	Mar 4, 2013	Nov 1, 2024
NEIDLINGER, CHRISTOPHER, WADE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Sep 17, 2021	Nov 1, 2024
BERRY, SHARON, ELAINE	COMPLIANCE OFFICER	Na	no	12/2021	Jul 9, 2026	Jul 9, 2026
WEADON, ANDREYA, STARLITE	COMPLIANCE OFFICER	Na	no	03/2013	Jul 9, 2026	Jul 9, 2026
BLYTHE, TERRY, LYNN	COMPLIANCE OFFICER	Na	no	07/2014	Jul 1, 2016	Nov 1, 2024
BRANTLEY, DERRILL, CHAD	Member	C	no	12/2012	Mar 30, 2016	Nov 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INSTITUTIONAL SECURITIES CORPORATION	n/a	Former SEC adviser	$539M	N	yes	n/a
INVESTMENT SALES CORPORATION	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bryan	TX	United States	3	yes
Lawrence	Ks	United States	1	yes
Buda	TX	United States	1	yes
COLLEGE STATION	TX	United States	1	yes
Dallas	TX	United States	1	yes
WICHITA FALLS	TX	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.6B	$632M	30	25	25	n/a	n/a
2024	Apr 29, 2025	$1.5B	$596M	31	26	25	n/a	n/a
2023	Mar 27, 2024	$1.3B	$478M	33	28	11	n/a	n/a
2022	Mar 30, 2023	$1.1B	$533M	34	29	11	n/a	n/a
2021	Mar 31, 2022	$1.4B	$582M	36	31	11	n/a	n/a
2020	Mar 31, 2021	$1.2B	$580M	34	30	11	n/a	n/a
2019	Mar 30, 2020	$991M	$473M	37	30	11	n/a	n/a
2018	Mar 28, 2019	$863M	$514M	35	29	14	n/a	n/a
2017	Mar 29, 2018	$869M	$483M	37	31	14	n/a	n/a
2016	Mar 30, 2017	$740M	$448M	35	29	n/a	n/a	n/a
2015	Mar 30, 2016	$702M	$420M	35	29	n/a	n/a	n/a
2014	Mar 27, 2015	$656M	$372M	38	37	n/a	n/a	n/a
2013	Mar 31, 2014	$667M	$381M	28	22	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	4	-3	14.3%	1	0	0	3	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.5B	5.1%	$1.1B	12.8%	30	31	25	25

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VICTORY FINANCIAL	2	Mar 17, 2026	Mar 23, 2026	BUDA, TX	Team lift out	RIA to RIA	6.9%
LEGACY 401K PARTNERS, LLC	2	Aug 5, 2015	Aug 12, 2015	DALLAS, TX	Team lift out	Other	10.0%

Relationships

Affiliated with (1)

→ INSTITUTIONAL SECURITIES CORPORATIONRegistered adviserbroker-dealer, common control
factForm ADV

Registered with (50)

← Becca Leigh BristerAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Greg H PoplarskiAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← GRANT JUNOAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Mark Robert HendersonAdvisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV
← JEFFREY SCOTT BROADDUSAdvisorregistration: current employment
Oct 11, 2023 to presentfactForm ADV
← SHARON ELAINE BERRYAdvisorregistration: current employment
Dec 7, 2021 to presentfactForm ADV
← Reid RottinoAdvisorregistration: current employment
Sep 27, 2021 to presentfactForm ADV
← CLIVE EDWARD BLOWERSAdvisorregistration: current employment
Jul 23, 2021 to presentfactForm ADV
← BILLY FLOYD SIMSAdvisorregistration: current employment
Jul 1, 2019 to presentfactForm ADV
← GEORGE DAVID LEAAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← ANDREYA STARLITE WEADONAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← Tyler KastnerAdvisorregistration: current employment
Feb 19, 2018 to presentfactForm ADV
← BRIAN PAUL HASELDENAdvisorregistration: current employment
Feb 5, 2018 to presentfactForm ADV
← Frank Ernest WilsonAdvisorregistration: current employment
Nov 29, 2017 to presentfactForm ADV
← JOHN KARL KRIELAdvisorregistration: current employment
Apr 3, 2017 to presentfactForm ADV
← KATHRYN JANE HUNTEMANAdvisorregistration: current employment
Jan 23, 2017 to presentfactForm ADV
← CARLOS JAVIER GARZAAdvisorregistration: current employment
Nov 21, 2016 to presentfactForm ADV
← Mark David KefferAdvisorregistration: current employment
May 3, 2016 to presentfactForm ADV
← RICHARD JAMES BOWLINGAdvisorregistration: current employment
Mar 24, 2016 to presentfactForm ADV
← ROBERT LEE MORRISONAdvisorregistration: current employment
Oct 7, 2013 to presentfactForm ADV
← DANIEL THOMAS PROULXAdvisorregistration: current employment
Sep 16, 2013 to presentfactForm ADV
← DONI LYNN MOOBERRYAdvisorregistration: current employment
May 24, 2013 to presentfactForm ADV
← HENRY WILLIAM HENDERSONAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← JACK CORBETT HANKINSAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← DERRILL CHAD BRANTLEYAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← MICKEY EUGENE LEAAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← STEVEN RAY GARVINAdvisorregistration: current employment
Apr 5, 2013 to presentfactForm ADV
← SCOTT ALLEN HAYESAdvisorregistration: current employment
Mar 21, 2013 to presentfactForm ADV
← ROBERT LANE DAHSEAdvisorregistration: previous registration
Apr 22, 2013 to Mar 17, 2026factForm ADV
← CHARLES M. MUNSELLAdvisorregistration: previous registration
Jun 29, 2015 to Mar 17, 2026factForm ADV
and 20 more

Moved with (2)

→ VICTORY FINANCIALRegistered adviser2 advisors, team lift out, same day
Mar 17, 2026 to Mar 23, 2026factForm ADV
→ LEGACY 401K PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Aug 5, 2015 to Aug 12, 2015factForm ADV

Controls (5)

← STERLING, DONALD, WILLIAMOwnerFINANCIAL OPERATIONS PRINCIPAL, ownership code NA, individual
Mar 4, 2013 to Nov 1, 2024factForm ADV
← HAYES, SCOTT, ALLENOwnerMEMBER, ownership code D, individual
Mar 4, 2013 to Nov 1, 2024factForm ADV
← NEIDLINGER, CHRISTOPHER, WADEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 17, 2021 to Nov 1, 2024factForm ADV
← ISC GROUP, INC.OwnerOWNER, ownership code E, domestic entity
Mar 4, 2013 to Nov 1, 2024factForm ADV
← ISC INVESTMENT MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
Mar 4, 2013 to Nov 1, 2024factForm ADV

Owns (4)

← BLYTHE, TERRY, LYNNOwnerCOMPLIANCE OFFICER, ownership code NA, individual
Jul 1, 2016 to Nov 1, 2024factForm ADV
← BERRY, SHARON, ELAINEOwnerCOMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Nov 1, 2024factForm ADV
← WEADON, ANDREYA, STARLITEOwnerCOMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Nov 1, 2024factForm ADV
← BRANTLEY, DERRILL, CHADOwnerMEMBER, ownership code C, individual
Mar 30, 2016 to Nov 1, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 17, 2026
Team lift-out
2 advisors left Isc Advisors, Inc. (Buda, TX) for Victory Financial on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 17, 2026
Advisor changed firm
Robert Lane Dahse left Isc Advisors, Inc. for Victory Financial (registered 2026-03-23)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2026
Advisor changed firm
Charles M. Munsell left Isc Advisors, Inc. for Victory Financial (registered 2026-03-17)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2026
Advisor changed firm
Lauren Jaclyn Jarrell left Isc Advisors, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2026-01-27)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2026
Advisor changed firm
Sanjay Tolia left Isc Advisors, Inc. for Kubence (registered 2026-03-11)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2025
Advisor changed firm
Carrie Alexah Strongheart left Isc Advisors, Inc. for Bfc Planning, Inc. (registered 2025-10-27)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2025
Advisor changed firm
Melissa Anne Cox left Isc Advisors, Inc. for Van Clemens Wealth Management, Llc (registered 2025-01-08)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2021
Control person left
Lynn Terry Blythe (Chief Compliance Officer) no longer on Schedule A of Isc Advisors, Inc. (listed 2021-03-31, absent 2021-09-17)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2021
Control person joined
Wade Christopher Neidlinger (Chief Compliance Officer) appeared on Schedule A of Isc Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 4, 2013
Succession filed (Item 4)
Isc Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 4, 2013
First Form ADV filing
Isc Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 29, 2025
Isc Advisors, Inc. reported 25 offices beyond its principal office, up from 11 (2024-11-01 to 2025-04-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1151b958-4a07-227d-7ee3-8758c8d9ff4d
First observed: Mar 4, 2013
Last observed: Jul 9, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ISC ADVISORS, INC.

CRD 166586

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1151b958-4a07-227d-7ee3-8758c8d9ff4d

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT ALLEN HAYES

n/a

DALLAS, TX

yes

STEVEN RAY GARVIN

n/a

McKinney, TX | DALLAS, TX

n/a

yes

HENRY WILLIAM HENDERSON

n/a

DALLAS, TX

n/a

yes

JACK CORBETT HANKINS

n/a

DALLAS, TX

n/a

yes

DERRILL CHAD BRANTLEY

n/a

DALLAS, TX | BRYAN, TX

n/a

yes

MICKEY EUGENE LEA

n/a

DALLAS, TX | BRYAN, TX

n/a

yes

DANIEL THOMAS PROULX

Chartered Financial Consultant

Denton, TX | DALLAS, TX

yes

ROBERT LEE MORRISON

n/a

DALLAS, TX | Irving, TX

yes

RICHARD JAMES BOWLING

n/a

Grand Rapids, MI | DALLAS, TX

yes

Mark David Keffer

n/a

Gunter, TX | DALLAS, TX

yes

CARLOS JAVIER GARZA

n/a

Plano, TX | DALLAS, TX

n/a

yes

KATHRYN JANE HUNTEMAN

Chartered Financial Consultant

DALLAS, TX

yes

JOHN KARL KRIEL

Certified Financial Planner

DALLAS, TX | College Station, TX

n/a

yes

Frank Ernest Wilson

n/a

Wichita Falls, TX | DALLAS, TX

yes

BRIAN PAUL HASELDEN

Chartered Financial Consultant

DALLAS, TX

n/a

yes

Tyler Kastner

n/a

DALLAS, TX

n/a

yes

GEORGE DAVID LEA

n/a

DALLAS, TX | Bryan, TX

n/a

yes

ANDREYA STARLITE WEADON

n/a

DALLAS, TX

n/a

yes

BILLY FLOYD SIMS

n/a

Dallas, TX | DALLAS, TX

yes

CLIVE EDWARD BLOWERS

Certified Financial Planner

DALLAS, TX

yes

Reid Rottino

n/a

DALLAS, TX

n/a

yes

SHARON ELAINE BERRY

Chartered Financial Consultant

DALLAS, TX

yes

JEFFREY SCOTT BROADDUS

n/a

DALLAS, TX

yes

Mark Robert Henderson

n/a

DALLAS, TX | FAIRVIEW, TX

n/a

yes

GRANT JUNO

n/a

DALLAS, TX

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ISC GROUP, INC.

Owner

yes

12/2012

Jul 9, 2026

MCCAIN, MARCUS, COLE

CHIEF COMPLIANCE OFFICER

yes

07/2026

Jul 9, 2026

STERLING, DONALD, WILLIAM

FINANCIAL OPERATIONS PRINCIPAL

yes

12/2012

Jul 9, 2026

HAYES, SCOTT, ALLEN

President

yes

12/2012

Mar 4, 2013

Nov 1, 2024

HAYES, SCOTT, ALLEN

Member

yes

12/2012

Mar 4, 2013

Nov 1, 2024

ISC INVESTMENT MANAGEMENT, LLC

Owner

yes

12/2012

Mar 4, 2013

Nov 1, 2024

NEIDLINGER, CHRISTOPHER, WADE

CHIEF COMPLIANCE OFFICER

yes

07/2021

Sep 17, 2021

Nov 1, 2024

BERRY, SHARON, ELAINE

COMPLIANCE OFFICER

12/2021

Jul 9, 2026

WEADON, ANDREYA, STARLITE

COMPLIANCE OFFICER

03/2013

Jul 9, 2026

BLYTHE, TERRY, LYNN

COMPLIANCE OFFICER

07/2014

Jul 1, 2016

Nov 1, 2024

BRANTLEY, DERRILL, CHAD

Member

12/2012

Mar 30, 2016

Nov 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INSTITUTIONAL SECURITIES CORPORATION

n/a

Former SEC adviser

$539M

yes

n/a

INVESTMENT SALES CORPORATION

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bryan

United States

yes

Lawrence

United States

yes

Buda

United States

yes

COLLEGE STATION

United States

yes

Dallas

United States

yes

WICHITA FALLS

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.6B

$632M

n/a

2024

Apr 29, 2025

$1.5B

$596M

n/a

2023

Mar 27, 2024

$1.3B

$478M

n/a

2022

Mar 30, 2023

$1.1B

$533M

n/a

2021

Mar 31, 2022

$1.4B

$582M

n/a

2020

Mar 31, 2021

$1.2B

$580M

n/a

2019

Mar 30, 2020

$991M

$473M

n/a

2018

Mar 28, 2019

$863M

$514M

n/a

2017

Mar 29, 2018

$869M

$483M

n/a

2016

Mar 30, 2017

$740M

$448M

n/a

2015

Mar 30, 2016

$702M

$420M

n/a

2014

Mar 27, 2015

$656M

$372M

n/a

2013

Mar 31, 2014

$667M

$381M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.5B

5.1%

$1.1B

12.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VICTORY FINANCIAL

Mar 17, 2026

Mar 23, 2026

BUDA, TX

Team lift out

RIA to RIA

6.9%

LEGACY 401K PARTNERS, LLC

Aug 5, 2015

Aug 12, 2015

DALLAS, TX

Team lift out

Other

10.0%