DFX Intelligence
Reading the graph
Reading the graph
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Advisor at P••••••• A•••••••• L••
Dallas, TX | SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| P••••••• A•••••••• L•• | Independent wealth | Dec 21, 2021 | n/a | yes | SAN FRANCISCO, CA|Dallas, TX | Current employment |
| A••••• R••••••••• P••• A•••••••• L•• | Institutional manager | Mar 26, 2014 | Jan 22, 2019 | no | NEW ORLEANS, LA|Oklahoma City, OK|Oklahoma city, OK |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••• R••••••••• P••• A•••••••• L•• | P••••••• A•••••••• L•• | Jan 22, 2019 | Dec 21, 2021 | 1,064 | Firm change after gap | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | A••••• R••••••••• P••• A•••••••• L•• | Jun 11, 2002 | Mar 26, 2014 |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | May 2, 2000 | Jun 11, 2002 | no | OKLAHOMA CITY, OK | Previous registration |
| 4,306 |
| Firm change after gap |
| Other |