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Advisor at KINGSTONE CAPITAL PARTNERS TEXAS, 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 |
|---|---|---|---|---|---|---|
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | Independent wealth | Jan 5, 2018 | n/a | yes | FRISCO, TX | Current employment |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | Independent wealth | Nov 18, 2015 | Dec 31, 2017 | no | FRISCO, TX | Previous registration |
| ADVANCED PRACTICE ADVISORS, LLC | Former SEC adviser | May 23, 2014 | Sep 21, 2015 | no | LA QUINTA, CA | Previous registration |
| DLK INVESTMENT MANAGEMENT | Independent wealth | Aug 6, 2012 | Feb 12, 2014 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Aug 17, 2012 | no | San Diego, CA|SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Oct 26, 2007 | Jun 1, 2009 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVANCED PRACTICE ADVISORS, LLC | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | Sep 21, 2015 | Nov 18, 2015 | 58 | Firm change | Other |
| DLK INVESTMENT MANAGEMENT | ADVANCED PRACTICE ADVISORS, LLC | Feb 12, 2014 | May 23, 2014 | 100 | Firm change | Other |
| MORGAN STANLEY | DLK INVESTMENT MANAGEMENT | Aug 17, 2012 | Aug 6, 2012 | -11 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |