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Advisor at CGN ADVISORS, LLC
MANHATTAN, KS | Georgetown, 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 |
|---|---|---|---|---|---|---|
| CGN ADVISORS, LLC | Independent wealth | Jan 25, 2012 | n/a | yes | MANHATTAN, KS|Georgetown, TX | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 2, 2009 | Nov 25, 2009 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Oct 19, 2007 | Nov 18, 2008 | no | AUSTIN, TX | Previous registration |
| CUE FINANCIAL GROUP, INC. | Former SEC adviser | Dec 19, 2006 | Oct 8, 2007 | no | WIMBERLEY, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jan 10, 2001 | Jan 22, 2004 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CGN ADVISORS, LLC | Nov 25, 2009 | Jan 25, 2012 | 791 | Firm change after gap | Ibd to new firm |
| DIMENSIONAL FUND ADVISORS LP | CHARLES SCHWAB & CO., INC. | Nov 18, 2008 | Feb 2, 2009 | 76 | Firm change | Other |
| CUE FINANCIAL GROUP, INC. | DIMENSIONAL FUND ADVISORS LP | Oct 8, 2007 | Oct 19, 2007 | 11 | Firm change | Other |
| STRATEGIC ADVISERS LLC | CUE FINANCIAL GROUP, INC. | Jan 22, 2004 | Dec 19, 2006 | 1,062 | Firm change after gap | Other |