DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M•• I•••••••• S•••••••• L••
Plano, TX | Dallas, 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 |
|---|---|---|---|---|---|---|
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Feb 25, 2022 | n/a | yes | Dallas, TX|Plano, TX | Current employment |
| P••• A••••• S••••••••• L•• | Bd affiliated wealth | Jul 1, 2019 | Feb 3, 2022 | no | MINNETONKA, MN|ADDISON, TX|FRISCO, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P••• A••••• S••••••••• L•• | M•• I•••••••• S•••••••• L•• | Feb 3, 2022 | Feb 25, 2022 | 22 | Firm change | Ibd to ibd |
| M•• I•••••••• S•••••••• L•• | S••••••• S••••••••• L••••• | Dec 31, 2004 | Apr 5, 2001 |
| S••••••• S••••••••• L••••• | State registered | Apr 5, 2001 | Dec 16, 2004 | no | ADDISON, TX | Previous registration |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Feb 2, 2001 | Dec 31, 2004 | no | MINNEAPOLIS, MN|Minneapolis, MN | Previous registration |
| -1,366 |
| Firm change after gap |
| Other |
| S••••••• S••••••••• L••••• | P••• A••••• S••••••••• L•• | Dec 16, 2004 | Jul 1, 2019 | 5,310 | Firm change after gap | Other |