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Advisor at HILL COUNTRY GROUP
BOERNE, 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 |
|---|---|---|---|---|---|---|
| HILL COUNTRY GROUP | Independent wealth | Mar 23, 2020 | n/a | yes | BOERNE, TX | Current employment |
| WESTPARK WEALTH ADVISORS, INC. | Independent wealth | Oct 4, 2013 | Mar 13, 2020 | no | BOERNE, TX|HOUSTON, TX | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Nov 24, 2010 | Oct 14, 2013 | no | BOERNE, TX|BOERNE, TX | Previous registration |
| WESTPARK WEALTH ADVISORS, INC. | Independent wealth | Aug 2, 2005 | Nov 3, 2010 | no | BOERNE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESTPARK WEALTH ADVISORS, INC. | HILL COUNTRY GROUP | Mar 13, 2020 | Mar 23, 2020 | 10 | Firm change | RIA to RIA |
| EAGLE STRATEGIES LLC | WESTPARK WEALTH ADVISORS, INC. | Oct 14, 2013 | Oct 4, 2013 | -10 | Firm change | Other |
| WESTPARK WEALTH ADVISORS, INC. | EAGLE STRATEGIES LLC | Nov 3, 2010 | Nov 24, 2010 | 21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130914:307376:TX:2020-03-13 | Mar 13, 2020 | Mar 23, 2020 | HOUSTON, TX | Firm change |