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Advisor at REVO FINANCIAL, LLC
BARTLESVILLE, OK | Bartlesville, OK
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 |
|---|---|---|---|---|---|---|
| REVO FINANCIAL, LLC | Independent wealth | Jun 13, 2017 | n/a | yes | BARTLESVILLE, OK|Bartlesville, OK | Current employment |
| ONYX WEALTH ADVISORS, INC. | Former SEC adviser | Feb 20, 2013 | Dec 31, 2013 | no | BARTLESVILLE, OK | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Mar 18, 2009 | Mar 18, 2009 | no | LAVISTA, NE | Previous registration |
| FG WEALTH MANAGEMENT | Former SEC adviser | Feb 22, 2005 | Dec 31, 2018 | no | BARTLESVILLE, OK | Previous registration |
| BRECEK & YOUNG ADVISORS, INC. | Former SEC adviser | Feb 8, 2005 | Dec 31, 2005 | no | PONCA CITY, OK|FOLSOM, CA|BARTLESVILLE, OK|BARTLESVILLE, OK | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 16, 2002 | Feb 9, 2005 | no | BARTLESVILLE, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FG WEALTH MANAGEMENT | SECURITIES AMERICA ADVISORS, INC. | Dec 31, 2018 | Mar 18, 2009 | -3,575 | Firm change after gap | Other |
| ONYX WEALTH ADVISORS, INC. | REVO FINANCIAL, LLC | Dec 31, 2013 | Jun 13, 2017 | 1,260 | Firm change after gap | Other |
| SECURITIES AMERICA ADVISORS, INC. | ONYX WEALTH ADVISORS, INC. | Mar 18, 2009 | Feb 20, 2013 | 1,435 | Firm change after gap | Other |
| BRECEK & YOUNG ADVISORS, INC. | FG WEALTH MANAGEMENT | Dec 31, 2005 | Feb 22, 2005 | -312 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | BRECEK & YOUNG ADVISORS, INC. | Feb 9, 2005 | Feb 8, 2005 | -1 | Firm change | Other |