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Advisor at THE MATHER GROUP, LLC
Houston, TX | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | Independent wealth | Feb 9, 2024 | n/a | yes | Houston, TX|CHICAGO, IL | Current employment |
| LINSCOMB WEALTH, INC. | Independent wealth | Aug 7, 2023 | Jan 7, 2024 | no | HOUSTON, TX | Previous registration |
| THE MATHER GROUP, LLC | Independent wealth | Apr 9, 2021 | Jul 10, 2023 | no | Houston, TX|CHICAGO, IL|Eagle River, AK | Previous registration |
| Pathstone | Independent wealth | Oct 20, 2020 | Mar 29, 2021 | no | BELLEVUE, WA|ENGLEWOOD, NJ | Previous registration |
| CORNERSTONE ADVISORS INC | Former SEC adviser | Oct 18, 2018 | Sep 30, 2020 | no | BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINSCOMB WEALTH, INC. | THE MATHER GROUP, LLC | Jan 7, 2024 | Feb 9, 2024 | 33 | Firm change | RIA to RIA |
| THE MATHER GROUP, LLC | LINSCOMB WEALTH, INC. | Jul 10, 2023 | Aug 7, 2023 | 28 | Firm change | RIA to RIA |
| Pathstone | THE MATHER GROUP, LLC | Mar 29, 2021 | Apr 9, 2021 | 11 | Firm change | RIA to RIA |
| CORNERSTONE ADVISORS INC | Pathstone | Sep 30, 2020 | Oct 20, 2020 | 20 | Bulk transfer | RIA to RIA |