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Reading the graph
Advisor at CORIENT
Dallas, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Nov 19, 2022 | n/a | yes | Dallas, TX | Current employment |
| RGT WEALTH ADVISORS | Former SEC adviser | Feb 20, 2015 | Mar 31, 2023 | no | DALLAS, TX | Previous registration |
| HOGANTAYLOR WEALTH | Independent wealth | May 10, 2004 | Dec 6, 2005 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RGT WEALTH ADVISORS | Corient | Mar 31, 2023 | Nov 19, 2022 | -132 | Bulk transfer | RIA to RIA |
| HOGANTAYLOR WEALTH | RGT WEALTH ADVISORS | Dec 6, 2005 | Feb 20, 2015 | 3,363 | Firm change after gap | Other |