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Advisor at FRENCH FAMILY OFFICE, LLC
AUSTIN, TX | KAILUA, HI
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 |
|---|---|---|---|---|---|---|
| FRENCH FAMILY OFFICE, LLC | State registered | Jun 1, 2022 | n/a | yes | AUSTIN, TX|KAILUA, HI | Current employment |
| WEALTHSOURCE? | Former SEC adviser | Jan 26, 2021 | Apr 7, 2022 | no | AUSTIN, TX | Previous registration |
| SUREPATH WEALTH MANAGEMENT | n/a | Jun 29, 2020 | Mar 30, 2021 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSOURCE? | FRENCH FAMILY OFFICE, LLC | Apr 7, 2022 | Jun 1, 2022 | 55 | Firm change | RIA to state RIA |
| SUREPATH WEALTH MANAGEMENT | WEALTHSOURCE? | Mar 30, 2021 | Jan 26, 2021 | -63 | Firm change after gap | Other |