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Advisor at CARY STREET PARTNERS
AUSTIN, 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 |
|---|---|---|---|---|---|---|
| CARY STREET PARTNERS | Bd affiliated wealth | Nov 18, 2019 | n/a | yes | AUSTIN, TX | Current employment |
| GALLUP WEALTH CONSULTING, LLC | n/a | Aug 1, 2019 | Jan 18, 2020 | no | Austin, TX | Previous registration |
| AUSTIN WEALTH MANAGEMENT, LLC | Independent wealth | Apr 10, 2017 | Jun 19, 2019 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GALLUP WEALTH CONSULTING, LLC | CARY STREET PARTNERS | Jan 18, 2020 | Nov 18, 2019 | -61 | Firm change after gap | Other |
| AUSTIN WEALTH MANAGEMENT, LLC | GALLUP WEALTH CONSULTING, LLC | Jun 19, 2019 | Aug 1, 2019 | 43 | Firm change | Other |