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Advisor at PALADINO WEALTH
MONTGOMERY, 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 |
|---|---|---|---|---|---|---|
| PALADINO WEALTH | Independent wealth | May 1, 2020 | n/a | yes | MONTGOMERY, TX | Current employment |
| KMS FINANCIAL SERVICES, INC | Former SEC adviser | Oct 23, 2013 | Apr 30, 2020 | no | BETHLEHEM, PA|SPRING, TX|SEATTLE, WA|Spring, TX|Bethlehem, PA|Montgomery, TX | Previous registration |
| PKS ADVISORY SERVICES, LLC | Independent wealth | Sep 7, 2010 | Dec 31, 2013 | no | SPRING, TX|ALBANY, NY|SPRING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KMS FINANCIAL SERVICES, INC | PALADINO WEALTH | Apr 30, 2020 | May 1, 2020 | 1 | Firm change | Ibd to new firm |
| PKS ADVISORY SERVICES, LLC | KMS FINANCIAL SERVICES, INC | Dec 31, 2013 | Oct 23, 2013 | -69 | Firm change after gap | Other |