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Advisor at RETIREMENT ADVISORS, LLC
DALLAS, 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 |
|---|---|---|---|---|---|---|
| RETIREMENT ADVISORS, LLC | Other adviser | Jul 31, 2008 | n/a | yes | DALLAS, TX | Current employment |
| BOK FINANCIAL ASSET MANAGEMENT, INC. | Former SEC adviser | Apr 9, 2003 | Mar 11, 2008 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOK FINANCIAL ASSET MANAGEMENT, INC. | RETIREMENT ADVISORS, LLC | Mar 11, 2008 | Jul 31, 2008 | 142 | Firm change | Other |