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Advisor at ALLY INVEST ADVISORS
Lewisville, TX | CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| ALLY INVEST ADVISORS | Independent wealth | Aug 27, 2026 | n/a | yes | CHARLOTTE, NC|Lewisville, TX | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 20, 2025 | Jul 24, 2025 | no | Midlothian, TX|DALLAS, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | ALLY INVEST ADVISORS | Jul 24, 2025 | Aug 27, 2026 | 399 | Firm change | Ibd to RIA |