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Advisor at BULLTICK WEALTH MANAGEMENT, LLC
MIAMI, FL | Shenamdoah, 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 |
|---|---|---|---|---|---|---|
| BULLTICK WEALTH MANAGEMENT, LLC | Independent wealth | Aug 15, 2018 | n/a | yes | Shenamdoah, TX|MIAMI, FL | Current employment |
| CROSSWELL FAMILY WEALTH ADVISORS | State registered | Jul 22, 2014 | Jun 13, 2018 | no | THE WOODLANDS, TX|THE WOODLANDS, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 22, 2000 | Mar 20, 2014 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSSWELL FAMILY WEALTH ADVISORS | BULLTICK WEALTH MANAGEMENT, LLC | Jun 13, 2018 | Aug 15, 2018 | 63 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CROSSWELL FAMILY WEALTH ADVISORS | Mar 20, 2014 | Jul 22, 2014 | 124 | Firm change | Wirehouse to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150076:141588:TX:2018-06-13 | Jun 13, 2018 | Aug 15, 2018 | THE WOODLANDS, TX | Firm change |