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Advisor at DIRECTIONAL ADVISORS
LEWISVILLE, 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 |
|---|---|---|---|---|---|---|
| DIRECTIONAL ADVISORS | Independent wealth | Jan 11, 2021 | n/a | yes | LEWISVILLE, TX | Current employment |
| BRIGHT WEALTH MANAGEMENT, LLC | Independent wealth | May 7, 2015 | Jan 28, 2021 | no | LEWISVILLE, TX | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 4, 2013 | May 28, 2015 | no | DALLAS, TX | Previous registration |
| ADVISOR RESOURCE COUNCIL | Independent wealth | Jan 28, 2013 | Jun 12, 2013 | no | MCKINNEY, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 22, 2011 | Jun 24, 2013 | no | PRINCETON, TX | Previous registration |
| EDWARD JONES | National bd RIA | Feb 8, 2008 | Jun 28, 2011 | no | THE COLONY, TX|PRINCETON, TX|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIGHT WEALTH MANAGEMENT, LLC | DIRECTIONAL ADVISORS | Jan 28, 2021 | Jan 11, 2021 | -17 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | BRIGHT WEALTH MANAGEMENT, LLC | May 28, 2015 | May 7, 2015 | -21 | Firm change | Other |
| LPL FINANCIAL LLC | ADVISOR RESOURCE COUNCIL | Jun 24, 2013 | Jan 28, 2013 | -147 | Firm change after gap | Other |
| ADVISOR RESOURCE COUNCIL | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 12, 2013 | Jun 4, 2013 | -8 | Firm change | Other |
| EDWARD JONES | LPL FINANCIAL LLC | Jun 28, 2011 | Jun 22, 2011 | -6 | Firm change | Other |