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Advisor at GUIDESTONE ADVISORS
DALLAS, 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 |
|---|---|---|---|---|---|---|
| GUIDESTONE ADVISORS | Independent wealth | Jun 21, 2022 | n/a | yes | DALLAS, TX | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 10, 2022 | Jun 6, 2022 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | GUIDESTONE ADVISORS | Jun 6, 2022 | Jun 21, 2022 | 15 | Firm change | Ibd to RIA |