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RIA / WealthAdvisorCertified Financial Planner21 years in industry

HANY H AHMAD

Advisor at TEAMWORK FINANCIAL ADVISORS, LLC

SAN ANTONIO, TX | Houston, TX

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Search this name across graphsid dfx:ria:85bde094-c5eb-e480-202c-a6cf44f9ff4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 29, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TEAMWORK FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 24, 2005
First registration: Apr 29, 2008
Dual registered: no
IAPD individual key: 4947204

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TEAMWORK FINANCIAL ADVISORS, LLC	Independent wealth	Sep 6, 2024	n/a	yes	Houston, TX\|SAN ANTONIO, TX	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 28, 2022	Sep 13, 2024	no	Houston, TX\|Houston, TX	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Jan 9, 2020	Dec 5, 2022	no	Houston, TX\|Houston, TX\|Houston, TX\|HOUSTON, TX\|Houston, TX\|Katy, TX\|Houston, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 8, 2016	Jan 17, 2020	no	HOUSTON, TX\|HOUSTON, TX\|LAKE JACKSON, TX\|SUGAR LAND, TX\|HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 31, 2011	Mar 11, 2015	no	HOUSTON, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 29, 2008	Nov 4, 2011	no	SOUTH HOUSTON, TX\|PASADENA, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	TEAMWORK FINANCIAL ADVISORS, LLC	Sep 13, 2024	Sep 6, 2024	-7	Firm change	Ibd to RIA
BOK FINANCIAL ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Dec 5, 2022	Nov 28, 2022	-7	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	BOK FINANCIAL ADVISORS	Jan 17, 2020	Jan 9, 2020	-8	Firm change	Wirehouse to ibd
LPL FINANCIAL LLC	WELLS FARGO ADVISORS	Mar 11, 2015	Jul 8, 2016	485	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	LPL FINANCIAL LLC	Nov 4, 2011	Oct 31, 2011	-4	Firm change	Other

Relationships

Registered with (6)

→ TEAMWORK FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Sep 6, 2024 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 28, 2022 to Sep 13, 2024factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2020 to Dec 5, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 8, 2016 to Jan 17, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 31, 2011 to Mar 11, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 29, 2008 to Nov 4, 2011factForm ADV

Dated events

Occurred
Sep 13, 2024
Advisor changed firm
Hany H Ahmad left Ameriprise Financial Services, Llc for Teamwork Financial Advisors, Llc (registered 2024-09-06)
Form ADVobserved 4 days ago
Occurred
Dec 5, 2022
Advisor changed firm
Hany H Ahmad left Bok Financial Advisors for Ameriprise Financial Services, Llc (registered 2022-11-28)
Form ADVobserved 4 days ago