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Advisor at MDX WEALTH MANAGEMENT
Bedford, TX | SUGARLAND, 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 |
|---|---|---|---|---|---|---|
| MDX WEALTH MANAGEMENT | State registered | Aug 7, 2017 | n/a | yes | Bedford, TX|SUGARLAND, TX | Current employment |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 1, 2016 | Aug 7, 2017 | no | BEDFORD, TX | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Feb 7, 2003 | Sep 1, 2016 | no | BEDFORD, TX|BEDFORD, TX|OVERLAND PARK, KS|IRVING, TX|WORDEN, IL|OVERLAND PARK, KS|BEDFORD, TX|DALLAS, TX | Previous registration |
| THE MASTERS, INC. | n/a | Apr 28, 1999 | Feb 7, 2003 | no | BEDFORD, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | MDX WEALTH MANAGEMENT | Aug 7, 2017 | Aug 7, 2017 | 0 | Firm change | Other |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Sep 1, 2016 | Sep 1, 2016 | 0 | Bulk transfer | Other |
| THE MASTERS, INC. | VSR ADVISORY SERVICES | Feb 7, 2003 | Feb 7, 2003 | 0 | Bulk transfer | Other |