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Advisor at WEDMONT PRIVATE CAPITAL
Lakeway, TX | WEST CHESTER, PA
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 |
|---|---|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | Independent wealth | May 4, 2026 | n/a | yes | Lakeway, TX|WEST CHESTER, PA | Current employment |
| MEIRA WEALTH | Independent wealth | Oct 3, 2023 | May 19, 2026 | no | Lakeway, TX|CORAL GABLES, FL|Lakeway, TX | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Aug 18, 2021 | Sep 19, 2023 | no | San Diego, CA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jul 19, 2019 | Jul 15, 2021 | no | PLANO, TX|PLANO, TX | Previous registration |
| WEALTH PLANNING COMPANY OF TEXAS | n/a | Dec 15, 2016 | May 19, 2019 | no | PLANO, TX | Previous registration |
| MEIRA WEALTH | Independent wealth | Jul 9, 2014 | Sep 23, 2016 | no | CORAL GABLES, FL | Previous registration |
| D.R. SAUR FINANCIAL, INC. | Former SEC adviser | Apr 30, 2013 | Jan 6, 2014 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEIRA WEALTH | WEDMONT PRIVATE CAPITAL | May 19, 2026 | May 4, 2026 | -15 | Firm change | RIA to RIA |
| HIGHTOWER ADVISORS, LLC | MEIRA WEALTH | Sep 19, 2023 | Oct 3, 2023 | 14 | Firm change | Ibd to RIA |
| FISHER INVESTMENTS | HIGHTOWER ADVISORS, LLC | Jul 15, 2021 | Aug 18, 2021 | 34 | Firm change | RIA to ibd |
| WEALTH PLANNING COMPANY OF TEXAS | FISHER INVESTMENTS | May 19, 2019 | Jul 19, 2019 | 61 | Firm change | Other |
| MEIRA WEALTH | WEALTH PLANNING COMPANY OF TEXAS | Sep 23, 2016 | Dec 15, 2016 | 83 | Firm change | Other |
| D.R. SAUR FINANCIAL, INC. | MEIRA WEALTH | Jan 6, 2014 | Jul 9, 2014 | 184 | Firm change | Other |