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Advisor at ATX PORTFOLIO ADVISORS, LLC
AUSTIN, 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 |
|---|---|---|---|---|---|---|
| ATX PORTFOLIO ADVISORS, LLC | State registered | Feb 3, 2015 | n/a | yes | AUSTIN, TX | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 30, 1998 | Sep 18, 2014 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | ATX PORTFOLIO ADVISORS, LLC | Sep 18, 2014 | Feb 3, 2015 | 138 | Firm change | Ibd to state RIA |