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Advisor at VALIC FINANCIAL ADVISORS, INC.
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 11, 2010 | n/a | yes | HOUSTON, TX | Current employment |
| MONEY MAP ADVISOR LLP | n/a | May 20, 2005 | Feb 23, 2010 | no | CONROE, TX|HICKORY, NC | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 26, 1999 | Feb 23, 2004 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONEY MAP ADVISOR LLP | VALIC FINANCIAL ADVISORS, INC. | Feb 23, 2010 | May 11, 2010 | 77 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | MONEY MAP ADVISOR LLP | Feb 23, 2004 | May 20, 2005 | 452 | Firm change after gap | Other |