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Advisor at KRISHNA WEALTH PLANNING
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 |
|---|---|---|---|---|---|---|
| KRISHNA WEALTH PLANNING | State registered | Aug 15, 2019 | n/a | yes | MCKINNEY, TX | Current employment |
| EXENCIAL WEALTH ADVISORS | Former SEC adviser | Mar 27, 2013 | Jul 19, 2019 | no | OKLAHOMA CITY, OK|FRISCO, TX | Previous registration |
| INVESTORS ASSET MANAGEMENT, INC. | Former SEC adviser | Apr 16, 2012 | Apr 3, 2013 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS | KRISHNA WEALTH PLANNING | Jul 19, 2019 | Aug 15, 2019 | 27 | Firm change | RIA to state RIA |
| INVESTORS ASSET MANAGEMENT, INC. | EXENCIAL WEALTH ADVISORS | Apr 3, 2013 | Mar 27, 2013 | -7 | Firm change | Other |