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Advisor at SUNBELT SECURITIES
Houston, TX | 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 |
|---|---|---|---|---|---|---|
| SUNBELT SECURITIES | Bd affiliated wealth | Jul 21, 2025 | n/a | yes | HOUSTON, TX|HOUSTON, TX|Houston, TX | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Oct 25, 2018 | Aug 1, 2025 | no | HOUSTON, TX|HOUSTON, TX|THE WOODLANDS, TX|HOUSTON, TX | Previous registration |
| MOMENTUM INDEPENDENT NETWORK INC. | Bd affiliated wealth | Feb 26, 2016 | Nov 26, 2018 | no | Houston, TX|Houston, TX|DALLAS, TX|Friendswood, TX | Previous registration |
| PARTNERS ADVISORS | n/a | Nov 20, 2002 | Jul 8, 2003 | no | HOUSTON, TX | Previous registration |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Aug 16, 2002 | Mar 8, 2016 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | SUNBELT SECURITIES | Aug 1, 2025 | Jul 21, 2025 | -11 | Firm change | Ibd to ibd |
| MOMENTUM INDEPENDENT NETWORK INC. | OPPENHEIMER & CO. INC. | Nov 26, 2018 | Oct 25, 2018 | -32 | Firm change after gap | Ibd to ibd |
| STIFEL INDEPENDENT ADVISORS, LLC | PARTNERS ADVISORS | Mar 8, 2016 | Nov 20, 2002 | -4,857 | Firm change after gap | Other |
| PARTNERS ADVISORS | MOMENTUM INDEPENDENT NETWORK INC. | Jul 8, 2003 | Feb 26, 2016 | 4,616 | Firm change after gap | Other |