DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GREEN & DECKERT LLC
LUBBOCK, TX | Lucas, 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 |
|---|---|---|---|---|---|---|
| GREEN & DECKERT LLC | Independent wealth | May 3, 2019 | n/a | yes | LUBBOCK, TX|Lucas, TX | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Oct 25, 2019 | Oct 28, 2019 | no | IRVING, TX | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Jul 22, 2013 | Oct 25, 2019 | no | LUBBOCK, TX | Previous registration |
| STRATEGIC FINANCIAL PLANNING, INC. | Independent wealth | Apr 9, 2013 | Jun 17, 2013 | no | PLANO, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 21, 2012 | Dec 21, 2012 | no | RICHARDSON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | n/a | Oct 28, 2019 | n/a | n/a | Departure no registered destination | Departure |
| 1ST GLOBAL ADVISORS INC | GREEN & DECKERT LLC | Oct 25, 2019 | May 3, 2019 | -175 | Firm change after gap | Ibd to RIA |
| STRATEGIC FINANCIAL PLANNING, INC. | 1ST GLOBAL ADVISORS INC | Jun 17, 2013 | Jul 22, 2013 | 35 | Firm change | Other |
| LPL FINANCIAL LLC | STRATEGIC FINANCIAL PLANNING, INC. | Dec 21, 2012 | Apr 9, 2013 | 109 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111133:299006:TX:2019-10-25 | Oct 25, 2019 | May 3, 2019 | LUBBOCK, TX | Firm change after gap |