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Advisor at FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC
MONTGOMERY, TX | THE WOODLANDS, 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 |
|---|---|---|---|---|---|---|
| FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC | State registered | Oct 12, 2023 | n/a | yes | MONTGOMERY, TX|THE WOODLANDS, TX | Current employment |
| OAK RIVER FINANCIAL GROUP, INC. | n/a | May 14, 2019 | Feb 8, 2024 | no | CONROE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OAK RIVER FINANCIAL GROUP, INC. | FREEMAN & FREEMAN PRIVATE WEALTH MANAGEMENT LLC | Feb 8, 2024 | Oct 12, 2023 | -119 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108575:327815:TX:2024-02-08 | Feb 8, 2024 | Oct 12, 2023 | CONROE, TX | Firm change after gap |