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Advisor at RANGE ADVISORY, LLC
CEDAR PARK, TX | MCLEAN, VA
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 |
|---|---|---|---|---|---|---|
| RANGE ADVISORY, LLC | Independent wealth | Apr 29, 2025 | n/a | yes | MCLEAN, VA|CEDAR PARK, TX | Current employment |
| CETERA PLANNING PARTNERS | Independent wealth | Sep 11, 2024 | Apr 21, 2025 | no | AUSTIN, TX|LEAWOOD, KS | Previous registration |
| PARROTT WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 19, 2021 | Sep 17, 2024 | no | COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA PLANNING PARTNERS | RANGE ADVISORY, LLC | Apr 21, 2025 | Apr 29, 2025 | 8 | Firm change | RIA to RIA |
| PARROTT WEALTH MANAGEMENT, LLC | CETERA PLANNING PARTNERS | Sep 17, 2024 | Sep 11, 2024 | -6 | Firm change | RIA to RIA |