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Advisor at WARWICK PARTNERS
BRYAN, 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 |
|---|---|---|---|---|---|---|
| WARWICK PARTNERS | Independent wealth | Oct 21, 2020 | n/a | yes | BRYAN, TX | Current employment |
| BOGART WEALTH, LLC | Independent wealth | Jan 8, 2018 | Oct 21, 2020 | no | THE WOODLANDS, TX|MCLEAN, VA|THE WOODLANDS, TX | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 31, 2016 | Jan 3, 2018 | no | BRYAN, TX|COLLEGE STATION, TX|COLLEGE STATION, TX|Cypress, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOGART WEALTH, LLC | WARWICK PARTNERS | Oct 21, 2020 | Oct 21, 2020 | 0 | Firm change | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | BOGART WEALTH, LLC | Jan 3, 2018 | Jan 8, 2018 | 5 | Firm change | Other |