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Advisor at HER PERSONAL FINANCE
Houston, 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 |
|---|---|---|---|---|---|---|
| HER PERSONAL FINANCE | State registered | Aug 28, 2023 | n/a | yes | Houston, TX | Current employment |
| EQUITA FINANCIAL NETWORK, INC. | Independent wealth | Jan 30, 2023 | Jul 17, 2023 | no | FORT WASHINGTON, PA|Houston, TX | Previous registration |
| ACCESS 401K LLC | n/a | Aug 23, 2017 | Dec 31, 2017 | no | Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITA FINANCIAL NETWORK, INC. | HER PERSONAL FINANCE | Jul 17, 2023 | Aug 28, 2023 | 42 | Firm change | RIA to state RIA |
| ACCESS 401K LLC | EQUITA FINANCIAL NETWORK, INC. | Dec 31, 2017 | Jan 30, 2023 | 1,856 | Firm change after gap | Other |