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Advisor at OSAIC WEALTH, INC.
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 2, 2018 | n/a | yes | SAN ANTONIO, TX | Current employment |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Jul 20, 2018 | Nov 2, 2018 | no | SAN ANTONIO, TX | Previous registration |
| WEAVER WEALTH MANAGEMENT | Former SEC adviser | Aug 20, 2010 | Sep 2, 2016 | no | DALLAS, TX|SAN ANTONIO, TX | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | May 8, 2007 | Jul 16, 2010 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIGNATOR INVESTORS, INC. | OSAIC WEALTH, INC. | Nov 2, 2018 | Nov 2, 2018 | 0 | Bulk transfer | Ibd to ibd |
| WEAVER WEALTH MANAGEMENT | SIGNATOR INVESTORS, INC. | Sep 2, 2016 | Jul 20, 2018 | 686 | Firm change after gap | Other |
| CETERA INVESTMENT ADVISERS LLC | WEAVER WEALTH MANAGEMENT | Jul 16, 2010 | Aug 20, 2010 | 35 | Firm change | Other |