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Advisor at TEXAS FAMILY WEALTH, LLC
FRIENDSWOOD, 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 |
|---|---|---|---|---|---|---|
| TEXAS FAMILY WEALTH, LLC | Independent wealth | Oct 3, 2023 | n/a | yes | FRIENDSWOOD, TX | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 12, 2012 | Oct 3, 2023 | no | FRIENDSWOOD, TX|FRIENDSWOOD, TX | Previous registration |
| EDWARD JONES | National bd RIA | Dec 6, 2007 | Mar 13, 2012 | no | FRIENDSWOOD, TX|FRIENDSWOOD, TX|ST LOUIS, MO|FRIENDSWOOD, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | TEXAS FAMILY WEALTH, LLC | Oct 3, 2023 | Oct 3, 2023 | 0 | Firm change | Ibd to new firm |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 13, 2012 | Mar 12, 2012 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:327332:TX:2023-10-03 | Oct 3, 2023 | Oct 3, 2023 | FRIENDSWOOD, TX | Firm change |