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Advisor at ICON WEALTH PARTNERS
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 |
|---|---|---|---|---|---|---|
| ICON WEALTH PARTNERS | Independent wealth | Aug 2, 2022 | n/a | yes | HOUSTON, TX | Current employment |
| ICON WEALTH PARTNERS, LLC | Former SEC adviser | Aug 24, 2018 | Aug 1, 2022 | no | HOUSTON, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 3, 2012 | Sep 7, 2018 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ICON WEALTH PARTNERS, LLC | ICON WEALTH PARTNERS | Aug 1, 2022 | Aug 2, 2022 | 1 | Channel change | RIA to new firm |
| LPL FINANCIAL LLC | ICON WEALTH PARTNERS, LLC | Sep 7, 2018 | Aug 24, 2018 | -14 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283098:319609:TX:2022-08-01 | Aug 1, 2022 | Aug 2, 2022 | HOUSTON, TX | Firm change |