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Advisor at COLLECTIVE WEALTH ADVISORS LLC
COPPELL, 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 |
|---|---|---|---|---|---|---|
| COLLECTIVE WEALTH ADVISORS LLC | Independent wealth | Aug 11, 2017 | n/a | yes | COPPELL, TX | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Apr 4, 2008 | Aug 11, 2017 | no | DALLAS, TX|BELLAIRE, TX|COPPELL, TX | Previous registration |
| NRP FINANCIAL, INC. | n/a | Jan 2, 2003 | Mar 24, 2008 | no | ADDISON, TX|BRYAN, OH|DAYTON, OH|ADDISON, TX | Previous registration |
| HFG ADVISORS, L.L.C. | n/a | May 1, 2001 | Dec 20, 2002 | no | DALLAS, TX | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | May 1, 2001 | Jan 21, 2003 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | COLLECTIVE WEALTH ADVISORS LLC | Aug 11, 2017 | Aug 11, 2017 | 0 | Firm change | Other |
| NRP FINANCIAL, INC. | GENEOS WEALTH MANAGEMENT, INC. | Mar 24, 2008 | Apr 4, 2008 | 11 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | NRP FINANCIAL, INC. | Jan 21, 2003 | Jan 2, 2003 | -19 | Firm change | Other |
| HFG ADVISORS, L.L.C. | MML INVESTORS SERVICES, LLC | Dec 20, 2002 | May 1, 2001 | -598 | Firm change after gap | Other |