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Advisor at CHJ WEALTH MANAGEMENT
THE WOODLANDS, 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 |
|---|---|---|---|---|---|---|
| CHJ WEALTH MANAGEMENT | Independent wealth | May 13, 2025 | n/a | yes | THE WOODLANDS, TX | Current employment |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | May 3, 2019 | May 17, 2023 | no | HOUSTON, TX|ST LOUIS, MO | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Nov 25, 2014 | Sep 12, 2018 | no | HOUSTON, TX|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | CHJ WEALTH MANAGEMENT | May 17, 2023 | May 13, 2025 | 727 | Firm change after gap | RIA to RIA |
| INVESCO ADVISERS, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Sep 12, 2018 | May 3, 2019 | 233 | Firm change | Other |