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Advisor at WEALTH ARCHITECTS, LLC
MISSOURI CITY, 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 |
|---|---|---|---|---|---|---|
| WEALTH ARCHITECTS, LLC | State registered | Oct 24, 2017 | n/a | yes | MISSOURI CITY, TX|MISSOURI CITY, TX | Current employment |
| GRADIENT WEALTH MANAGEMENT | Bd affiliated wealth | Apr 20, 2015 | Aug 7, 2017 | no | WEST COLUMBIA, TX|ARDEN HILLS, MN|SUGAR LAND, TX|ARDEN HILLS, MN|Tomball, TX | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Dec 2, 2013 | Feb 24, 2015 | no | WEST COLUMBIA, TX|ARDEN HILLS, MN | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | May 23, 2011 | Dec 13, 2013 | no | WEST COLUMBIA, TX|LAS VEGAS, NV | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | May 26, 2010 | May 17, 2011 | no | LAS VEGAS, NV | Previous registration |
| QA3 FINANCIAL LLC | n/a | Jan 20, 2009 | Mar 3, 2010 | no | HOUSTON, TX|OMAHA, NE | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Mar 16, 2005 | Dec 8, 2008 | no | HOUSTON, TX | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | May 3, 1999 | Sep 28, 2004 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT WEALTH MANAGEMENT | WEALTH ARCHITECTS, LLC | Aug 7, 2017 | Oct 24, 2017 | 78 | Firm change | Other |
| GRADIENT ADVISORS, LLC | GRADIENT WEALTH MANAGEMENT | Feb 24, 2015 | Apr 20, 2015 | 55 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | GRADIENT ADVISORS, LLC | Dec 13, 2013 | Dec 2, 2013 | -11 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 17, 2011 | May 23, 2011 | 6 | Firm change | Other |
| QA3 FINANCIAL LLC | MML INVESTORS SERVICES, LLC | Mar 3, 2010 | May 26, 2010 | 84 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | QA3 FINANCIAL LLC | Dec 8, 2008 | Jan 20, 2009 | 43 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | VOYA FINANCIAL ADVISORS, INC. | Sep 28, 2004 | Mar 16, 2005 | 169 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152665:127701:MN:2015-02-24 | Feb 24, 2015 | Apr 20, 2015 | ARDEN HILLS, MN | Firm change |