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Advisor at 72CAPITAL, LLC
The Woodlands, 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 |
|---|---|---|---|---|---|---|
| 72CAPITAL, LLC | State registered | Jul 9, 2025 | n/a | yes | The Woodlands, TX | Current employment |
| CHJ WEALTH MANAGEMENT | Independent wealth | Aug 20, 2010 | Nov 27, 2024 | no | THE WOODLANDS, TX|SAN ANTONIO, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 9, 2007 | Aug 23, 2010 | no | KERRVILLE, TX|HOUSTON, TX|SAN ANTONIO, TX|FORT MILL, SC|SAN ANTONIO, TX | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Jan 20, 2006 | Mar 2, 2007 | no | SAN ANTONIO, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| AMEGY INVESTMENTS, INC. | Former SEC adviser | Jan 9, 2004 | Jan 18, 2006 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHJ WEALTH MANAGEMENT | 72CAPITAL, LLC | Nov 27, 2024 | Jul 9, 2025 | 224 | Firm change | RIA to state RIA |
| LPL FINANCIAL LLC | CHJ WEALTH MANAGEMENT | Aug 23, 2010 | Aug 20, 2010 | -3 | Firm change | Other |
| UVEST FINANCIAL SERVICES GROUP, INC. | LPL FINANCIAL LLC | Mar 2, 2007 | Feb 9, 2007 | -21 | Firm change | Other |
| AMEGY INVESTMENTS, INC. | UVEST FINANCIAL SERVICES GROUP, INC. | Jan 18, 2006 | Jan 20, 2006 | 2 | Firm change | Other |