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Advisor at UNITAS PARTNERS LLC
AUSTIN, 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 |
|---|---|---|---|---|---|---|
| UNITAS PARTNERS LLC | State registered | Apr 2, 2026 | n/a | yes | AUSTIN, TX | Current employment |
| UNITAS PARTNERS LLC | State registered | Aug 17, 2024 | Dec 31, 2025 | no | AUSTIN, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 29, 2020 | Apr 18, 2023 | no | Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | UNITAS PARTNERS LLC | Apr 18, 2023 | Aug 17, 2024 | 487 | Firm change after gap | Ibd to state RIA |