DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HILL COUNTRY GROUP
BOERNE, 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 |
|---|---|---|---|---|---|---|
| HILL COUNTRY GROUP | Independent wealth | Mar 19, 2020 | n/a | yes | BOERNE, TX | Current employment |
| WESTPARK WEALTH ADVISORS, INC. | Independent wealth | Mar 1, 2019 | Mar 13, 2020 | no | Boerne, TX|HOUSTON, TX | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 9, 2018 | Mar 13, 2019 | no | HOUSTON, TX|Brookshire, TX|HOUSTON, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WESTPARK WEALTH ADVISORS, INC. | HILL COUNTRY GROUP | Mar 13, 2020 | Mar 19, 2020 | 6 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | WESTPARK WEALTH ADVISORS, INC. | Mar 13, 2019 | Mar 1, 2019 | -12 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130914:307376:TX:2020-03-13 | Mar 13, 2020 | Mar 19, 2020 | HOUSTON, TX | Firm change |