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Advisor at FWM PARTNERS
BELLVILLE, 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 |
|---|---|---|---|---|---|---|
| FWM PARTNERS | State registered | May 12, 2026 | n/a | yes | BELLVILLE, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 4, 2023 | May 5, 2026 | no | Houston, TX|SAN DIEGO, CA|HOUSTON, TX|TYLER, TX | Previous registration |
| CORECAP ADVISORS | Bd affiliated wealth | Jan 10, 2023 | Aug 11, 2023 | no | SOUTHFIELD, MI|Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | FWM PARTNERS | May 5, 2026 | May 12, 2026 | 7 | Firm change | Ibd to state RIA |
| CORECAP ADVISORS | LPL FINANCIAL LLC | Aug 11, 2023 | Aug 4, 2023 | -7 | Firm change | Ibd to ibd |