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Advisor at THE MATHER GROUP, LLC
PLANO, TX | CHICAGO, 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 |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | Independent wealth | Aug 3, 2021 | n/a | yes | CHICAGO, IL|PLANO, TX | Current employment |
| SOUTHERN WEALTH MANAGEMENT LLP | Former SEC adviser | Apr 15, 2005 | Jul 5, 2021 | no | DALLAS, TX | Previous registration |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | No RAUM reported | Apr 3, 2003 | Apr 14, 2005 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUTHERN WEALTH MANAGEMENT LLP | THE MATHER GROUP, LLC | Jul 5, 2021 | Aug 3, 2021 | 29 | Firm change | RIA to RIA |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | SOUTHERN WEALTH MANAGEMENT LLP | Apr 14, 2005 | Apr 15, 2005 | 1 | Firm change | Other |