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Advisor at ADVICE AND PLANNING SERVICES
Fort Worth, TX | Frisco, 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 |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | May 25, 2022 | n/a | yes | Fort Worth, TX|Frisco, TX | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 20, 2021 | May 6, 2022 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ADVICE AND PLANNING SERVICES | May 6, 2022 | May 25, 2022 | 19 | Firm change | Ibd to ibd |