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Advisor at BLACK KNIGHT WEALTH MANAGEMENT, LLC
Frisco, 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 |
|---|---|---|---|---|---|---|
| BLACK KNIGHT WEALTH MANAGEMENT, LLC | Independent wealth | Sep 19, 2019 | n/a | yes | Frisco, TX | Current employment |
| MILLS WEALTH ADVISORS, LLC | Independent wealth | Apr 19, 2018 | Mar 11, 2020 | no | SOUTHLAKE, TX | Previous registration |
| QUADCAP WEALTH MANAGEMENT, LLC | Independent wealth | Jan 26, 2018 | Jan 27, 2018 | no | FRISCO, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jan 16, 2018 | no | PLANO, TX | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | PLANO, TX|DALLAS, TX|DALLAS, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Sep 24, 1999 | Apr 2, 2007 | no | MOBILE, AL|ABILENE, TX|DALLAS, TX|DALLAS, TX|DALLAS, TX|DALLAS, TX|SOUTHLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MILLS WEALTH ADVISORS, LLC | BLACK KNIGHT WEALTH MANAGEMENT, LLC | Mar 11, 2020 | Sep 19, 2019 | -174 | Firm change after gap | RIA to RIA |
| QUADCAP WEALTH MANAGEMENT, LLC | MILLS WEALTH ADVISORS, LLC | Jan 27, 2018 | Apr 19, 2018 | 82 | Firm change | RIA to RIA |
| MORGAN STANLEY | QUADCAP WEALTH MANAGEMENT, LLC | Jan 16, 2018 | Jan 26, 2018 | 10 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |