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Advisor at GREENBELT INVESTMENT ADVISORS, LLC
ROUND ROCK, 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 |
|---|---|---|---|---|---|---|
| GREENBELT INVESTMENT ADVISORS, LLC | Independent wealth | Dec 10, 2010 | n/a | yes | ROUND ROCK, TX | Current employment |
| GREENBELT INVESTMENT ADVISORS, LLC | Independent wealth | Dec 7, 2010 | Dec 8, 2010 | no | ROUND ROCK, TX | Previous registration |
| EVOLVE INVESTMENT ADVISORS | n/a | Feb 7, 2006 | Feb 2, 2011 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| TREATY OAK INVESTMENT ADVISORS, INC. | n/a | Jan 30, 2004 | Mar 29, 2006 | no | AUSTIN, TX | Previous registration |
| MOMENTUM INDEPENDENT NETWORK INC. | Bd affiliated wealth | Jan 8, 2004 | Dec 31, 2004 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 21, 2001 | Jan 12, 2004 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EVOLVE INVESTMENT ADVISORS | GREENBELT INVESTMENT ADVISORS, LLC | Feb 2, 2011 | Dec 7, 2010 | -57 | Firm change after gap | Other |
| TREATY OAK INVESTMENT ADVISORS, INC. | EVOLVE INVESTMENT ADVISORS | Mar 29, 2006 | Feb 7, 2006 | -50 | Firm change after gap | Other |
| MOMENTUM INDEPENDENT NETWORK INC. | TREATY OAK INVESTMENT ADVISORS, INC. | Dec 31, 2004 | Jan 30, 2004 | -336 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MOMENTUM INDEPENDENT NETWORK INC. | Jan 12, 2004 | Jan 8, 2004 | -4 | Firm change | Other |