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Advisor at ADVISOR RESOURCE COUNCIL
DALLAS, TX | STEPHENVILLE, 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 |
|---|---|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | Independent wealth | Jul 8, 2015 | n/a | yes | STEPHENVILLE, TX|DALLAS, TX | Current employment |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jun 1, 2012 | Jun 2, 2015 | no | ADDISON, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 29, 2010 | May 4, 2012 | no | Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USAA FINANCIAL PLANNING SERVICES | ADVISOR RESOURCE COUNCIL | Jun 2, 2015 | Jul 8, 2015 | 36 | Firm change | Other |
| MORGAN STANLEY | USAA FINANCIAL PLANNING SERVICES | May 4, 2012 | Jun 1, 2012 | 28 | Firm change | Wirehouse to new firm |