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Advisor at VANGUARD ADVISERS, INC.
PLANO, 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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Dec 2, 2025 | n/a | yes | PLANO, TX | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Nov 18, 2021 | Jan 19, 2024 | no | Scottsdale, AZ|Plano, TX | Previous registration |
| PARROTT WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 10, 2019 | Nov 4, 2019 | no | COLORADO SPRINGS, CO | Previous registration |
| CENTURY MANAGEMENT FINANCIAL ADVISORS | Independent wealth | Nov 17, 2016 | Aug 29, 2019 | no | AUSTIN, TX | Previous registration |
| CENTURY MANAGEMENT FINANCIAL ADVISORS | Independent wealth | Oct 8, 2003 | Feb 5, 2016 | no | AUSTIN, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 13, 1999 | Sep 25, 2003 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARROTT WEALTH MANAGEMENT, LLC | VANGUARD ADVISERS, INC. | Nov 4, 2019 | Nov 18, 2021 | 745 | Firm change after gap | RIA to ibd |
| CENTURY MANAGEMENT FINANCIAL ADVISORS | PARROTT WEALTH MANAGEMENT, LLC | Aug 29, 2019 | Oct 10, 2019 | 42 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | CENTURY MANAGEMENT FINANCIAL ADVISORS | Sep 25, 2003 | Oct 8, 2003 | 13 | Firm change | Other |