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Advisor at OLD DRAKE, LLC
MISSOURI CITY, 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 |
|---|---|---|---|---|---|---|
| OLD DRAKE, LLC | State registered | Mar 22, 2022 | n/a | yes | MISSOURI CITY, TX | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Mar 18, 2020 | Dec 31, 2021 | no | HOUSTON, TX | Previous registration |
| REPUBLIC WEALTH ADVISORS | Former SEC adviser | Oct 9, 2015 | Mar 18, 2020 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| AVALON INVESTMENT & ADVISORY | Former SEC adviser | Dec 19, 2014 | Sep 25, 2015 | no | HOUSTON, TX | Previous registration |
| H.I.P. WEALTH ADVISORS, LLC | n/a | Apr 21, 2014 | Mar 30, 2015 | no | MARBLE FALLS, TX | Previous registration |
| DOMINION PORTFOLIO MANAGEMENT, INC. | Independent wealth | Oct 28, 2011 | Jul 7, 2014 | no | MARBLE FALLS, TX|ORLANDO, FL|TAMPA, FL|HORSESHOE BAY, TX|HORSESHOE BAY, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | OLD DRAKE, LLC | Dec 31, 2021 | Mar 22, 2022 | 81 | Firm change | RIA to state RIA |
| REPUBLIC WEALTH ADVISORS | MERCER GLOBAL ADVISORS INC. | Mar 18, 2020 | Mar 18, 2020 | 0 | Firm change | RIA to RIA |
| AVALON INVESTMENT & ADVISORY | REPUBLIC WEALTH ADVISORS | Sep 25, 2015 | Oct 9, 2015 | 14 | Firm change | Other |
| H.I.P. WEALTH ADVISORS, LLC | AVALON INVESTMENT & ADVISORY | Mar 30, 2015 | Dec 19, 2014 | -101 | Firm change after gap | Other |
| DOMINION PORTFOLIO MANAGEMENT, INC. | H.I.P. WEALTH ADVISORS, LLC | Jul 7, 2014 | Apr 21, 2014 | -77 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114305:147363:TX:2020-03-18 | Mar 18, 2020 | Mar 18, 2020 | HOUSTON, TX | Firm change |