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Advisor at WEALTH MANAGEMENT GROUP
Houston, 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 |
|---|---|---|---|---|---|---|
| WEALTH MANAGEMENT GROUP | State registered | Dec 18, 2024 | n/a | yes | Houston, TX | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jun 28, 2022 | Jan 15, 2025 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | WEALTH MANAGEMENT GROUP | Jan 15, 2025 | Dec 18, 2024 | -28 | Firm change | Ibd to state RIA |