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Advisor at VANN EQUITY MANAGEMENT LLC
PLANO, 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 |
|---|---|---|---|---|---|---|
| VANN EQUITY MANAGEMENT LLC | Independent wealth | Nov 23, 2021 | n/a | yes | PLANO, TX | Current employment |
| PER STIRLING CAPITAL MANAGEMENT, LLC | Independent wealth | Feb 3, 2020 | Nov 12, 2021 | no | Dallas, TX|AUSTIN, TX | Previous registration |
| TRS ADVISORS, LLC | State registered | Feb 26, 2018 | Dec 26, 2019 | no | Dallas, TX | Previous registration |
| JIM POE AND ASSOCIATES INC. | Former SEC adviser | Aug 9, 2017 | Dec 23, 2019 | no | FT. WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PER STIRLING CAPITAL MANAGEMENT, LLC | VANN EQUITY MANAGEMENT LLC | Nov 12, 2021 | Nov 23, 2021 | 11 | Firm change | Other |
| TRS ADVISORS, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC | Dec 26, 2019 | Feb 3, 2020 | 39 | Firm change | Other |
| JIM POE AND ASSOCIATES INC. | TRS ADVISORS, LLC | Dec 23, 2019 | Feb 26, 2018 | -665 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151671:174239:TX:2021-11-12 | Nov 12, 2021 | Nov 23, 2021 | AUSTIN, TX | Firm change |