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Advisor at STEADTRUST
ALLEN, 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 |
|---|---|---|---|---|---|---|
| Steadtrust | Independent wealth | Apr 24, 2025 | n/a | yes | ALLEN, TX | Current employment |
| Apeiron | Independent wealth | Dec 6, 2018 | May 8, 2025 | no | DALLAS, TX | Previous registration |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Jan 29, 2018 | Dec 4, 2018 | no | DALLAS, TX | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Jul 24, 2014 | Jul 17, 2017 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Apeiron | Steadtrust | May 8, 2025 | Apr 24, 2025 | -14 | Firm change | RIA to new firm |
| B. RILEY WEALTH ADVISORS, INC. | Apeiron | Dec 4, 2018 | Dec 6, 2018 | 2 | Firm change | Ibd to RIA |
| WFG ADVISORS, LP | B. RILEY WEALTH ADVISORS, INC. | Jul 17, 2017 | Jan 29, 2018 | 196 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125073:115927:TX:2017-07-17 | Jul 17, 2017 | Jan 29, 2018 | DALLAS, TX | Firm change |