DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TFR CAPITAL
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 |
|---|---|---|---|---|---|---|
| TFR CAPITAL | Independent wealth | Nov 12, 2024 | n/a | yes | PLANO, TX | Current employment |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | Jan 3, 2024 | Dec 31, 2024 | no | PLANO, TX | Previous registration |
| ENVESTNET PMC | Independent wealth | Feb 25, 2015 | Nov 21, 2019 | no | ADDISON, TX|BERWYN, PA | Previous registration |
| PLACEMARK INVESTMENTS, INC. | Former SEC adviser | Jun 8, 2005 | Dec 31, 2014 | no | DALLAS, TX|ADDISON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS, INC. | TFR CAPITAL | Dec 31, 2024 | Nov 12, 2024 | -49 | Firm change after gap | Ibd to new firm |
| ENVESTNET PMC | SCF INVESTMENT ADVISORS, INC. | Nov 21, 2019 | Jan 3, 2024 | 1,504 | Firm change after gap | Ibd to ibd |
| PLACEMARK INVESTMENTS, INC. | ENVESTNET PMC | Dec 31, 2014 | Feb 25, 2015 | 56 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123608:333108:TX:2024-12-31 | Dec 31, 2024 | Nov 12, 2024 | PLANO, TX | Firm change after gap |