DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RCA WEALTH STRATEGIES LLC
Fort Worth, TX | OVERLAND PARK, KS
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 |
|---|---|---|---|---|---|---|
| RCA WEALTH STRATEGIES LLC | State registered | Aug 27, 2026 | n/a | yes | Fort Worth, TX|OVERLAND PARK, KS | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 16, 2025 | Aug 24, 2026 | no | PLANO, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 11, 2024 | Oct 29, 2024 | no | FORT WORTH, TX|Fort Worth, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | RCA WEALTH STRATEGIES LLC | Aug 24, 2026 | Aug 27, 2026 | 3 | Firm change | Wirehouse to state RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | UBS FINANCIAL SERVICES INC. | Oct 29, 2024 | Jan 16, 2025 | 79 | Firm change | Ibd to wirehouse |