DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AVID WEALTH PARTNERS, LLC
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| AVID WEALTH PARTNERS, LLC | Independent wealth | Nov 1, 2022 | n/a | yes | SAN ANTONIO, TX | Current employment |
| NEWEDGE ADVISORS | Bd affiliated wealth | Jul 16, 2020 | Nov 1, 2022 | no | San Antonio, TX|NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | AVID WEALTH PARTNERS, LLC | Nov 1, 2022 | Nov 1, 2022 | 0 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171351:323124:LA:2022-11-01 | Nov 1, 2022 | Nov 1, 2022 | NEW ORLEANS, LA | Firm change |