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Reading the graph
Advisor at HOGANTAYLOR WEALTH
TULSA, OK
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 |
|---|---|---|---|---|---|---|
| HOGANTAYLOR WEALTH | Independent wealth | Sep 16, 2009 | n/a | yes | TULSA, OK | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 13, 2001 | May 1, 2009 | no | TULSA, OK|Tulsa, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | HOGANTAYLOR WEALTH | May 1, 2009 | Sep 16, 2009 | 138 | Firm change | Other |