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Advisor at MISSION PRIME LLC
GUAYNABO, PR
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 |
|---|---|---|---|---|---|---|
| MISSION PRIME LLC | Institutional manager | May 21, 2026 | n/a | yes | GUAYNABO, PR | Current employment |
| GFS ADVISORS LLC | Mixed wealth | Jul 20, 2020 | May 6, 2024 | no | HOUSTON, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 8, 2017 | Jul 14, 2020 | no | THE WOODLANDS, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | May 2, 2016 | Oct 29, 2016 | no | Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GFS ADVISORS LLC | MISSION PRIME LLC | May 6, 2024 | May 21, 2026 | 745 | Firm change after gap | Other |
| UBS FINANCIAL SERVICES INC. | GFS ADVISORS LLC | Jul 14, 2020 | Jul 20, 2020 | 6 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Oct 29, 2016 | Sep 8, 2017 | 314 | Firm change | Wirehouse to wirehouse |