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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 | NEW ORLEANS, LA|San Antonio, TX | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Mar 5, 2012 | Sep 14, 2016 | no | SAN ANTONIO, TX | 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 |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | NEWEDGE ADVISORS | Sep 14, 2016 | Jul 16, 2020 | 1,401 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171351:323124:TX:2022-11-01 | Nov 1, 2022 | Nov 1, 2022 | SAN ANTONIO, TX | Firm change |
| 2881:171351:TX:2016-09-14 | Sep 14, 2016 | Jul 16, 2020 | SAN ANTONIO, TX | Firm change after gap |