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Advisor at KPC FINANCIAL SOLUTIONS, LLC
SOUTHLAKE, 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 |
|---|---|---|---|---|---|---|
| KPC FINANCIAL SOLUTIONS, LLC | State registered | Oct 23, 2021 | n/a | yes | SOUTHLAKE, TX | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Mar 1, 2019 | Feb 4, 2022 | no | LEWISVILLE, TX|PALM BEACH GARDENS, FL | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | May 12, 2015 | Mar 1, 2019 | no | LEWISVILLE, TX|WHEATON, IL|Lewisville, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | KPC FINANCIAL SOLUTIONS, LLC | Feb 4, 2022 | Oct 23, 2021 | -104 | Firm change after gap | Ibd to state RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | AE WEALTH MANAGEMENT, LLC | Mar 1, 2019 | Mar 1, 2019 | 0 | Firm change | RIA to RIA |