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Advisor at PRECISION FIDUCIARY PARTNERS, LLC
AUSTIN, 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 |
|---|---|---|---|---|---|---|
| PRECISION FIDUCIARY PARTNERS, LLC | Institutional manager | Jun 10, 2025 | n/a | yes | AUSTIN, TX | Current employment |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Feb 9, 2022 | Aug 9, 2023 | no | Pasadena, CA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 5, 2009 | May 11, 2011 | no | WOODLAND HILLS, CA|LOS ALAMITOS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | PRECISION FIDUCIARY PARTNERS, LLC | Aug 9, 2023 | Jun 10, 2025 | 671 | Firm change after gap | Other |
| VALIC FINANCIAL ADVISORS, INC. | SECURITIES AMERICA ADVISORS, INC. | May 11, 2011 | Feb 9, 2022 | 3,927 | Firm change after gap | Other |