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Advisor at VERSAI WEALTH MANAGEMENT LLC
CEDAR PARK, 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 |
|---|---|---|---|---|---|---|
| VERSAI WEALTH MANAGEMENT LLC | State registered | Aug 29, 2018 | n/a | yes | CEDAR PARK, TX | Current employment |
| PER STIRLING CAPITAL MANAGEMENT, LLC | Independent wealth | Sep 30, 2011 | Jun 28, 2018 | no | AUSTIN, TX | Previous registration |
| CHOICE ADVISORY GROUP, INC. | Former SEC adviser | May 29, 2009 | Sep 16, 2011 | no | AUSTIN, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 25, 2007 | Jun 4, 2009 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PER STIRLING CAPITAL MANAGEMENT, LLC | VERSAI WEALTH MANAGEMENT LLC | Jun 28, 2018 | Aug 29, 2018 | 62 | Firm change | RIA to state RIA |
| CHOICE ADVISORY GROUP, INC. | PER STIRLING CAPITAL MANAGEMENT, LLC | Sep 16, 2011 | Sep 30, 2011 | 14 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | CHOICE ADVISORY GROUP, INC. | Jun 4, 2009 | May 29, 2009 | -6 | Firm change | Other |