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Advisor at DELOS CAPITAL ADVISORS
DALLAS, TX | Sherman, 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 |
|---|---|---|---|---|---|---|
| DELOS CAPITAL ADVISORS | Independent wealth | Mar 20, 2026 | n/a | yes | DALLAS, TX|Sherman, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jan 30, 2025 | Feb 4, 2026 | no | PLANO, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 5, 2023 | Feb 3, 2025 | no | Gilbert, AZ|Tempe, AZ | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Aug 18, 2022 | Sep 5, 2023 | no | ARLINGTON, VA|Gilbert, AZ | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Mar 31, 2022 | Jul 6, 2022 | no | Chandler, AZ|GREENWOOD VILLAGE, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 27, 2016 | Mar 22, 2022 | no | JACKSONVILLE, FL|CHANDLER, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | DELOS CAPITAL ADVISORS | Feb 4, 2026 | Mar 20, 2026 | 44 | Firm change | RIA to RIA |
| MORGAN STANLEY | FISHER INVESTMENTS | Feb 3, 2025 | Jan 30, 2025 | -4 | Firm change | Wirehouse to RIA |
| E*TRADE CAPITAL MANAGEMENT, LLC | MORGAN STANLEY | Sep 5, 2023 | Sep 5, 2023 | 0 | Bulk transfer | RIA to wirehouse |
| EMPOWER ADVISORY GROUP, LLC | E*TRADE CAPITAL MANAGEMENT, LLC | Jul 6, 2022 | Aug 18, 2022 | 43 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EMPOWER ADVISORY GROUP, LLC | Mar 22, 2022 | Mar 31, 2022 | 9 | Firm change | Wirehouse to ibd |