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Advisor at PRESTIGE WEALTH MANAGEMENT
SOUTHLAKE, 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 |
|---|---|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT | Independent wealth | Jun 2, 2025 | n/a | yes | SOUTHLAKE, TX|SOUTHLAKE, TX | Current employment |
| OSAIC ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 8, 2024 | Sep 4, 2025 | no | ATLANTA, GA|SOUTHLAKE, TX | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jun 14, 2024 | Jun 6, 2025 | no | SOUTHLAKE, TX | Previous registration |
| ARBOR POINT ADVISORS | Former SEC adviser | Aug 16, 2022 | Nov 8, 2024 | no | SOUTHLAKE, TX | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Oct 27, 2020 | Jun 14, 2024 | no | SOUTHLAKE, TX | Previous registration |
| EDWARD JONES | National bd RIA | Oct 2, 2018 | Oct 29, 2020 | no | Ft Worth, TX|ST LOUIS, MO|KELLER, TX|FT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC ADVISORY SERVICES, LLC | PRESTIGE WEALTH MANAGEMENT | Sep 4, 2025 | Jun 2, 2025 | -94 | Firm change after gap | Ibd to new firm |
| OSAIC WEALTH, INC. | OSAIC ADVISORY SERVICES, LLC | Jun 6, 2025 | Nov 8, 2024 | -210 | Firm change after gap | Ibd to ibd |
| ARBOR POINT ADVISORS | OSAIC WEALTH, INC. | Nov 8, 2024 | Jun 14, 2024 | -147 | Channel change | Ibd to ibd |
| SECURITIES AMERICA ADVISORS, INC. | ARBOR POINT ADVISORS | Jun 14, 2024 | Aug 16, 2022 | -668 | Channel change | Ibd to ibd |
| EDWARD JONES | SECURITIES AMERICA ADVISORS, INC. | Oct 29, 2020 | Oct 27, 2020 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:171070:TX:2025-06-05 | Jun 6, 2025 | Nov 8, 2024 | SOUTHLAKE, TX | Firm change after gap |
| 165127:23131:TX:2024-11-08 | Nov 8, 2024 | Jun 14, 2024 | SOUTHLAKE, TX | Firm change after gap |
| 110518:165127:TX:2024-06-14 | Jun 14, 2024 | Aug 16, 2022 | SOUTHLAKE, TX | Firm change after gap |