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Advisor at OPENAIR FINANCIAL, LLC
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 |
|---|---|---|---|---|---|---|
| OPENAIR FINANCIAL, LLC | Independent wealth | Oct 31, 2023 | n/a | yes | SOUTHLAKE, TX | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Mar 19, 2019 | May 27, 2022 | no | IRVING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | OPENAIR FINANCIAL, LLC | May 27, 2022 | Oct 31, 2023 | 522 | Firm change after gap | Ibd to RIA |