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Advisor at WEALTH WATCH ADVISORS, INC
San Antonio, 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 |
|---|---|---|---|---|---|---|
| WEALTH WATCH ADVISORS, INC | Independent wealth | Sep 17, 2019 | n/a | yes | San Antonio, TX | Current employment |
| WHITNEY FINANCIAL STRATEGIES, LLC | State registered | May 21, 2018 | Dec 23, 2019 | no | San Antonio, TX | Previous registration |
| BURKHART PETERSON INVESTMENT ADVISORY, LLC | n/a | Sep 25, 2017 | Dec 31, 2017 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WHITNEY FINANCIAL STRATEGIES, LLC | WEALTH WATCH ADVISORS, INC | Dec 23, 2019 | Sep 17, 2019 | -97 | Firm change after gap | Other |
| BURKHART PETERSON INVESTMENT ADVISORY, LLC | WHITNEY FINANCIAL STRATEGIES, LLC | Dec 31, 2017 | May 21, 2018 | 141 | Firm change | Other |