DFX Intelligence
Reading the graph
Reading the graph
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Advisor at A•••••• R••••••• C••••••
DALLAS, TX | Colleyville, 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 |
|---|---|---|---|---|---|---|
| A•••••• R••••••• C•••••• | Independent wealth | Mar 12, 2019 | n/a | yes | DALLAS, TX|Colleyville, TX | Current employment |
| W•• W••••• A••••••• | Former SEC adviser | Sep 12, 2012 | Apr 4, 2019 | no | HURST, TX|FORT WORTH, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W•• W••••• A••••••• | A•••••• R••••••• C•••••• | Apr 4, 2019 | Mar 12, 2019 | -23 | Firm change | RIA to RIA |
| U•• F•••••••• S••••••• I••• | W•• W••••• A••••••• | Jul 23, 2004 | Sep 12, 2012 |
| U•• F•••••••• S••••••• I••• | Wirehouse | Aug 14, 2000 | Jul 23, 2004 | no | FORT WORTH, TX | Previous registration |
| 2,973 |
| Firm change after gap |
| Other |