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Advisor at PKS ADVISORY SERVICES, LLC
ALBANY, NY | Houston, TX | SCHAUMBURG, IL
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 |
|---|---|---|---|---|---|---|
| PKS ADVISORY SERVICES, LLC | Independent wealth | May 1, 2026 | n/a | yes | Houston, TX|ALBANY, NY | Current employment |
| WORLD EQUITY GROUP, INC. | Bd affiliated wealth | May 16, 2021 | n/a | yes | Houston, TX|SCHAUMBURG, IL|SCHAUMBURG, IL | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Nov 9, 2011 | May 17, 2021 | no | BELLAIRE, TX|HOUSTON, TX|THE WOODLANDS, TX | Previous registration |
| INVESTMENT PROFESSIONALS, INC. | Former SEC adviser | Apr 1, 2011 | Nov 17, 2011 | no | TOMBALL, TX|SAN ANTONIO, TX | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 23, 2010 | Apr 14, 2011 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | WORLD EQUITY GROUP, INC. | May 17, 2021 | May 16, 2021 | -1 | Firm change | Ibd to ibd |
| INVESTMENT PROFESSIONALS, INC. | EQUITABLE ADVISORS, LLC | Nov 17, 2011 | Nov 9, 2011 | -8 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | INVESTMENT PROFESSIONALS, INC. | Apr 14, 2011 | Apr 1, 2011 | -13 | Firm change | Other |