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Advisor at PRO CAPITAL LLC
SOUTHLAKE, 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 |
|---|---|---|---|---|---|---|
| PRO CAPITAL LLC | State registered | Jun 2, 2025 | n/a | yes | SOUTHLAKE, TX | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | Apr 8, 2026 | no | SOUTHLAKE, TX | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 19, 2019 | Jan 19, 2024 | no | TROPHY CLUB, TX|NAPLES, FL|SOUTHLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | PRO CAPITAL LLC | Apr 8, 2026 | Jun 2, 2025 | -310 | Firm change after gap | Ibd to state RIA |
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:334371:TX:2026-04-08 | Apr 8, 2026 | Jun 2, 2025 | SOUTHLAKE, TX | Firm change after gap |