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Advisor at ELITEGATE WEALTH, LLC
PFLUGERVILLE, 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 |
|---|---|---|---|---|---|---|
| ELITEGATE WEALTH, LLC | State registered | Nov 5, 2025 | n/a | yes | PFLUGERVILLE, TX | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Mar 30, 2021 | Jun 15, 2023 | no | HOUSTON, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 23, 2003 | Apr 2, 2021 | no | Richfield, OH|RICHFIELD, OH|RICHFIELD, OH|Austin, TX|Austin, TX|Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | ELITEGATE WEALTH, LLC | Jun 15, 2023 | Nov 5, 2025 | 874 | Firm change after gap | Ibd to state RIA |
| CHARLES SCHWAB & CO., INC. | VALIC FINANCIAL ADVISORS, INC. | Apr 2, 2021 | Mar 30, 2021 | -3 | Firm change | Ibd to ibd |