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Advisor at FLYING FORWARD WEALTH MANAGEMENT
BOERNE, 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 |
|---|---|---|---|---|---|---|
| FLYING FORWARD WEALTH MANAGEMENT | State registered | Aug 7, 2023 | n/a | yes | BOERNE, TX | Current employment |
| FAIRBANKS FINANCIAL WEALTH MANAGEMENT | State registered | Mar 14, 2025 | Dec 12, 2025 | no | Boerne, TX | Previous registration |
| INVICTA FINANCIAL GROUP | Independent wealth | Feb 2, 2023 | Jun 9, 2023 | no | Boerne, TX|YUMA, AZ | Previous registration |
| SCI, INC. | State registered | Dec 16, 2022 | Feb 15, 2023 | no | Boerne, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FAIRBANKS FINANCIAL WEALTH MANAGEMENT | n/a | Dec 12, 2025 | n/a | n/a | Departure no registered destination | Departure |
| INVICTA FINANCIAL GROUP | FLYING FORWARD WEALTH MANAGEMENT | Jun 9, 2023 | Aug 7, 2023 | 59 | Firm change | RIA to state RIA |
| SCI, INC. | INVICTA FINANCIAL GROUP | Feb 15, 2023 | Feb 2, 2023 | -13 | Firm change | Other |