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Advisor at ADVICE AND PLANNING SERVICES
Frisco, TX | Mckinney, 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 | Jun 22, 2026 | n/a | yes | Mckinney, TX|Frisco, TX | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Oct 21, 2025 | Feb 13, 2026 | no | PLANO, TX | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jan 4, 2023 | Dec 20, 2024 | no | GREENWOOD VILLAGE, CO|McKinney, TX|McKinney, TX | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 1, 2022 | Jul 19, 2022 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | ADVICE AND PLANNING SERVICES | Feb 13, 2026 | Jun 22, 2026 | 129 | Firm change | Ibd to ibd |
| EMPOWER ADVISORY GROUP, LLC | LPL ENTERPRISE, LLC | Dec 20, 2024 | Oct 21, 2025 | 305 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | EMPOWER ADVISORY GROUP, LLC | Jul 19, 2022 | Jan 4, 2023 | 169 | Firm change | Ibd to ibd |