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Advisor at WELA FINANCIAL ADVISORY
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| WELA FINANCIAL ADVISORY | Independent wealth | Jan 3, 2018 | n/a | yes | SAN ANTONIO, TX|SAN ANTONIO, TX | Current employment |
| GWN SECURITIES INC. | Bd affiliated wealth | Jul 21, 2015 | Jun 30, 2016 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GWN SECURITIES INC. | WELA FINANCIAL ADVISORY | Jun 30, 2016 | Jan 3, 2018 | 552 | Firm change after gap | Other |