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Advisor at MONEY MANAGERS, INC.
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| MONEY MANAGERS, INC. | Independent wealth | Feb 4, 2009 | n/a | yes | SAN ANTONIO, TX | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Sep 29, 2008 | May 30, 2025 | no | HOUSTON, TX|San Antonio, TX|AUSTIN, TX | Previous registration |
| MONEY MANAGERS, INC. | Independent wealth | Jan 1, 2006 | Dec 31, 2008 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | MONEY MANAGERS, INC. | May 30, 2025 | Feb 4, 2009 | -5,959 | Firm change after gap | Other |
| MONEY MANAGERS, INC. | NEXT FINANCIAL GROUP, INC. | Dec 31, 2008 | Sep 29, 2008 | -93 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46214:104529:TX:2025-05-30 | May 30, 2025 | Feb 4, 2009 | AUSTIN, TX | Firm change after gap |