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Advisor at HAMILTON FINANCIAL PLANNING LLC
Houston, TX | LAKEWAY, 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 |
|---|---|---|---|---|---|---|
| HAMILTON FINANCIAL PLANNING LLC | State registered | Oct 3, 2013 | n/a | yes | LAKEWAY, TX|Houston, TX | Current employment |
| CGN ADVISORS, LLC | Independent wealth | Jan 19, 2012 | Sep 30, 2013 | no | AUSTIN, TX|MANHATTAN, KS | Previous registration |
| HAMILTON FINANCIAL PLANNING, LLC | n/a | Sep 22, 2011 | Jan 19, 2012 | no | LAKEWAY, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CGN ADVISORS, LLC | HAMILTON FINANCIAL PLANNING LLC | Sep 30, 2013 | Oct 3, 2013 | 3 | Firm change | Other |
| HAMILTON FINANCIAL PLANNING, LLC | CGN ADVISORS, LLC | Jan 19, 2012 | Jan 19, 2012 | 0 | Firm change | Other |