DFX Intelligence
Data Factory
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Reading the graph
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Advisor at D••••• F•••••••• P••••••• A•••••••
RICHARDSON, 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 |
|---|---|---|---|---|---|---|
| D••••• F•••••••• P••••••• A••••••• | No RAUM reported | Dec 10, 2020 | n/a | yes | RICHARDSON, TX | Current employment |
| C•••••••• I••••••••• R••••••• A•••••••• I••• | Bd affiliated wealth | Jan 19, 2016 | Nov 22, 2023 | no | Plano, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C•••••••• I••••••••• R••••••• A•••••••• I••• | D••••• F•••••••• P••••••• A••••••• | Nov 22, 2023 | Dec 10, 2020 | -1,077 | Firm change after gap | Other |
| O•••• W•••••• I••• | D••••••• P••••••• C••••••••• I•• | Jan 21, 2016 | Jun 19, 2003 |
| D••••••• P••••••• C••••••••• I•• | n/a | Jan 8, 2007 | Dec 31, 2008 | no | RICHARDSON, TX | Previous registration |
| D••••••• P••••••• C••••••••• I•• | n/a | Jun 19, 2003 | Dec 31, 2006 | no | DALLAS, TX | Previous registration |
| O•••• W•••••• I••• | Bd affiliated wealth | Nov 19, 1989 | Jan 21, 2016 | no | COPPELL, TX|ADDISON, TX|DALLAS, TX|PLANO, TX|SAN JOSE, CA|SOUTHLAKE, TX|DALLAS, TX|COLLEYVILLE, TX|HOUSTON, TX|FT WORTH, TX|BENBROOK, TX|ADDISON, TX | Previous registration |
| -4,599 |
| Firm change after gap |
| Other |
| D••••••• P••••••• C••••••••• I•• | C•••••••• I••••••••• R••••••• A•••••••• I••• | Dec 31, 2008 | Jan 19, 2016 | 2,575 | Firm change after gap | Other |