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Reading the graph
Advisor at LEGACY FOLIOS
MCKINNEY, 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 |
|---|---|---|---|---|---|---|
| LEGACY FOLIOS | State registered | Sep 21, 2022 | n/a | yes | MCKINNEY, TX | Current employment |
| ASSETBUILDER, INC. | Independent wealth | Apr 24, 2007 | Jul 25, 2022 | no | ALLEN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASSETBUILDER, INC. | LEGACY FOLIOS | Jul 25, 2022 | Sep 21, 2022 | 58 | Firm change | RIA to state RIA |