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Advisor at CLEAR TRAIL ADVISORS, LLC
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| CLEAR TRAIL ADVISORS, LLC | Independent wealth | Aug 24, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| FLAGSHIP INVESTMENT MANAGEMENT LLC | Asset manager | Jan 17, 2025 | Mar 2, 2026 | no | Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLAGSHIP INVESTMENT MANAGEMENT LLC | CLEAR TRAIL ADVISORS, LLC | Mar 2, 2026 | Aug 24, 2025 | -190 | Firm change after gap | Other |