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Advisor at MY HARVEST FIELD FINANCIAL LLC
SUGAR LAND, 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 |
|---|---|---|---|---|---|---|
| MY HARVEST FIELD FINANCIAL LLC | State registered | Feb 17, 2017 | n/a | yes | SUGAR LAND, TX | Current employment |
| CONCERT WEALTH MANAGEMENT | Former SEC adviser | Jul 13, 2012 | Dec 15, 2017 | no | SAN JOSE, CA|HOUSTON, TX|WILLISTON PARK, NY | Previous registration |
| ALLGEN FINANCIAL ADVISORS, INC. | Independent wealth | May 14, 2012 | Dec 31, 2012 | no | ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCERT WEALTH MANAGEMENT | MY HARVEST FIELD FINANCIAL LLC | Dec 15, 2017 | Feb 17, 2017 | -301 | Firm change after gap | Other |
| ALLGEN FINANCIAL ADVISORS, INC. | CONCERT WEALTH MANAGEMENT | Dec 31, 2012 | Jul 13, 2012 | -171 | Firm change after gap | Other |