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Advisor at FIRST FINANCIAL COACHING, INC.
Buda, TX | MT. CLEMENS, MI
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 |
|---|---|---|---|---|---|---|
| FIRST FINANCIAL COACHING, INC. | Independent wealth | Jul 22, 2025 | n/a | yes | MT. CLEMENS, MI|Buda, TX | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Aug 23, 2024 | Jul 25, 2025 | no | Buda, TX | Previous registration |
| TRIAD ADVISORS, LLC | Former SEC adviser | Aug 14, 2013 | Aug 23, 2024 | no | Buda, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | FIRST FINANCIAL COACHING, INC. | Jul 25, 2025 | Jul 22, 2025 | -3 | Firm change | Ibd to RIA |
| TRIAD ADVISORS, LLC | OSAIC WEALTH, INC. | Aug 23, 2024 | Aug 23, 2024 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:152070:TX:2025-07-25 | Jul 25, 2025 | Jul 22, 2025 | BUDA, TX | Firm change |