DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SOUTHLAND EQUITY PARTNERS, LLC.
MODESTO, CA | Modesto, CA
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 |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 3, 2023 | n/a | yes | MODESTO, CA | Current employment |
| SOUTHLAND EQUITY PARTNERS, LLC. | Independent wealth | Aug 21, 2018 | n/a | yes | Modesto, CA | Current employment |
| SOUTHLAND EQUITY PARTNERS, LLC. | Independent wealth | Mar 9, 2015 | Dec 17, 2015 | no | MODESTO, CA | Previous registration |
| CROSBY, TREVINO & ASSOCIATES, INC. | n/a | Jun 27, 2005 | Dec 31, 2006 | no | MODESTO, CA | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Jul 8, 1997 | Nov 3, 2023 | no | MODESTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FSC SECURITIES CORPORATION | CROSBY, TREVINO & ASSOCIATES, INC. | Nov 3, 2023 | Jun 27, 2005 | -6,703 | Firm change after gap | Other |
| CROSBY, TREVINO & ASSOCIATES, INC. | SOUTHLAND EQUITY PARTNERS, LLC. | Dec 31, 2006 | Mar 9, 2015 | 2,990 | Firm change after gap | Other |