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Advisor at SEGMENT WEALTH MANAGEMENT, LLC
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 |
|---|---|---|---|---|---|---|
| SEGMENT WEALTH MANAGEMENT, LLC | Independent wealth | Aug 31, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 12, 2021 | Jan 21, 2026 | no | FRIENDSWOOD, TX | Previous registration |
| BOSTON MOUNTAIN MONEY MANAGEMENT, INC. | Former SEC adviser | Jan 28, 2019 | Jan 4, 2021 | no | BENTONVILLE, AR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | SEGMENT WEALTH MANAGEMENT, LLC | Jan 21, 2026 | Aug 31, 2026 | 222 | Firm change | Ibd to RIA |
| BOSTON MOUNTAIN MONEY MANAGEMENT, INC. | COMMONWEALTH FINANCIAL NETWORK | Jan 4, 2021 | Mar 12, 2021 | 67 | Firm change | RIA to ibd |