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Advisor at FINANCIAL TRANSPARENCY
San Antonio, 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 |
|---|---|---|---|---|---|---|
| FINANCIAL TRANSPARENCY | Independent wealth | Mar 31, 2025 | n/a | yes | San Antonio, TX | Current employment |
| ENLIGHTENED FINANCE LLC | Former SEC adviser | Jul 6, 2018 | Mar 14, 2025 | no | San Antonio, TX | Previous registration |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. | Institutional manager | Apr 25, 2002 | Sep 4, 2018 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ENLIGHTENED FINANCE LLC | FINANCIAL TRANSPARENCY | Mar 14, 2025 | Mar 31, 2025 | 17 | Firm change | RIA to RIA |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. | ENLIGHTENED FINANCE LLC | Sep 4, 2018 | Jul 6, 2018 | -60 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282965:297713:TX:2025-03-14 | Mar 14, 2025 | Mar 31, 2025 | SAN ANTONIO, TX | Firm change |
| 108249:282965:TX:2018-09-04 | Sep 4, 2018 | Jul 6, 2018 | SAN ANTONIO, TX | Firm change after gap |