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Advisor at PROBITY ADVISORS, INC.
DALLAS, 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 |
|---|---|---|---|---|---|---|
| WSA AFFILIATES, LLC | State registered | Sep 17, 2020 | n/a | yes | DALLAS, TX | Current employment |
| PROBITY ADVISORS, INC. | Independent wealth | Mar 22, 2012 | n/a | yes | DALLAS, TX | Current employment |
| WSA AFFILIATES, LLC | State registered | Dec 2, 2016 | Jan 8, 2020 | no | DALLAS, TX | Previous registration |
| STRATEGIC WEALTH PLANNING | Independent wealth | Jan 8, 2009 | Mar 19, 2012 | no | RICHARDSON, TX | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 9, 2008 | Dec 31, 2008 | no | DALLAS, TX | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jun 8, 2007 | May 7, 2008 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PLANNING | PROBITY ADVISORS, INC. | Mar 19, 2012 | Mar 22, 2012 | 3 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | STRATEGIC WEALTH PLANNING | Dec 31, 2008 | Jan 8, 2009 | 8 | Firm change | Other |
| EAGLE STRATEGIES LLC | VOYA FINANCIAL ADVISORS, INC. | May 7, 2008 | May 9, 2008 | 2 | Firm change | Other |