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Reading the graph
Advisor at JOS PLANNING
FORT WORTH, 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 |
|---|---|---|---|---|---|---|
| JOS PLANNING | State registered | Sep 27, 2024 | n/a | yes | FORT WORTH, TX | Current employment |
| FIRST PACIFIC FINANCIAL, INC. | Independent wealth | Mar 12, 2021 | Dec 2, 2021 | no | VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL, INC. | JOS PLANNING | Dec 2, 2021 | Sep 27, 2024 | 1,030 | Firm change after gap | RIA to state RIA |