DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 321893
BEE CAVE, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| EDWIN ROBERT CUMMER | Certified Financial Planner | BEE CAVE, TX | Boone, NC | 4 | 27 | 2 | no |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SAGEPOINT FINANCIAL, INC. | 2 | Sep 1, 2023 | Mar 27, 2023 | SCOTTSDALE, AZ | Team lift out | Ibd to state RIA | 0.2% |