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Advisor at HERITAGE RETIREMENT ADVISORS, LLC
COLLEYVILLE, 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 |
|---|---|---|---|---|---|---|
| HERITAGE RETIREMENT ADVISORS, LLC | Independent wealth | Oct 5, 2012 | n/a | yes | COLLEYVILLE, TX | Current employment |
| BFT FINANCIAL GROUP, LLC | Former SEC adviser | Feb 13, 2012 | Oct 22, 2012 | no | HURST, TX|HURST, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BFT FINANCIAL GROUP, LLC | HERITAGE RETIREMENT ADVISORS, LLC | Oct 22, 2012 | Oct 5, 2012 | -17 | Firm change | Other |