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Advisor at ADVICE AND PLANNING SERVICES
Frisco, 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 |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jul 17, 2026 | n/a | yes | Frisco, TX|Frisco, TX | Current employment |
| CRESTVIEW WEALTH MANAGEMENT, LLC | State registered | Dec 21, 2025 | Feb 6, 2026 | no | ROCKWALL, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jul 18, 2024 | Dec 17, 2025 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CRESTVIEW WEALTH MANAGEMENT, LLC | ADVICE AND PLANNING SERVICES | Feb 6, 2026 | Jul 17, 2026 | 161 | Firm change | Other |
| FISHER INVESTMENTS | CRESTVIEW WEALTH MANAGEMENT, LLC | Dec 17, 2025 | Dec 21, 2025 | 4 | Firm change | RIA to state RIA |