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Reading the graph
Advisor at CORIENT
Dallas, 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 |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Aug 18, 2025 | n/a | yes | Dallas, TX | Current employment |
| MPA WEALTH, LLC | n/a | Oct 5, 2023 | Sep 29, 2025 | no | DALLAS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 3, 2020 | Aug 12, 2025 | no | Dallas, TX | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Jul 12, 2012 | Mar 5, 2020 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MPA WEALTH, LLC | Corient | Sep 29, 2025 | Aug 18, 2025 | -42 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | MPA WEALTH, LLC | Aug 12, 2025 | Oct 5, 2023 | -677 | Firm change after gap | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 5, 2020 | Mar 3, 2020 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 327760:319448:TX:2025-09-29 | Sep 29, 2025 | Aug 18, 2025 | DALLAS, TX | Firm change after gap |
| 149018:327760:TX:2025-08-12 | Aug 12, 2025 | Oct 5, 2023 | DALLAS, TX | Firm change after gap |
| 2881:149018:TX:2020-03-05 | Mar 5, 2020 | Mar 3, 2020 | DALLAS, TX | Firm change |