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Advisor at AVIDIAN WEALTH SOLUTIONS
AUSTIN, TX | HOUSTON, 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 |
|---|---|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS | Independent wealth | May 21, 2024 | n/a | yes | AUSTIN, TX|HOUSTON, TX | Current employment |
| EQUISTAR WEALTH MANAGEMENT LLC | Former SEC adviser | Oct 6, 2008 | May 24, 2024 | no | AUSTIN, TX | Previous registration |
| AUSTIN ASSET | Independent wealth | May 18, 2006 | Sep 8, 2008 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUISTAR WEALTH MANAGEMENT LLC | AVIDIAN WEALTH SOLUTIONS | May 24, 2024 | May 21, 2024 | -3 | Firm change | RIA to RIA |
| AUSTIN ASSET | EQUISTAR WEALTH MANAGEMENT LLC | Sep 8, 2008 | Oct 6, 2008 | 28 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148445:127186:TX:2024-05-21 | May 24, 2024 | May 21, 2024 | AUSTIN, TX | Firm change |