DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DOMINION PORTFOLIO MANAGEMENT, INC.
CANTON, 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 |
|---|---|---|---|---|---|---|
| DOMINION PORTFOLIO MANAGEMENT, INC. | Independent wealth | Feb 15, 2022 | n/a | yes | CANTON, TX | Current employment |
| DOMINION PORTFOLIO MANAGEMENT, INC. | Independent wealth | Feb 23, 2017 | Feb 25, 2020 | no | CANTON, TX|TAMPA, FL | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 1, 2016 | Mar 6, 2017 | no | CANTON, TX | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jan 16, 2015 | Sep 1, 2016 | no | WORDEN, IL|CANTON, TX|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | DOMINION PORTFOLIO MANAGEMENT, INC. | Mar 6, 2017 | Feb 23, 2017 | -11 | Firm change | Other |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Sep 1, 2016 | Sep 1, 2016 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109485:106918:TX:2017-03-06 | Mar 6, 2017 | Feb 23, 2017 | CANTON, TX | Firm change |