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Advisor at WOMACK FINANCIAL LLC
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 |
|---|---|---|---|---|---|---|
| WOMACK FINANCIAL LLC | Independent wealth | Sep 16, 2019 | n/a | yes | DALLAS, TX | Current employment |
| Cfo4life | Independent wealth | Jun 6, 2018 | Sep 5, 2019 | no | Richardson, TX|COPPELL, TX | Previous registration |
| VOGEL FINANCIAL ADVISORS, LLC | Former SEC adviser | Jan 6, 2010 | May 24, 2018 | no | RICHARDSON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Cfo4life | WOMACK FINANCIAL LLC | Sep 5, 2019 | Sep 16, 2019 | 11 | Firm change | RIA to RIA |
| VOGEL FINANCIAL ADVISORS, LLC | Cfo4life | May 24, 2018 | Jun 6, 2018 | 13 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114219:287600:TX:2018-05-24 | May 24, 2018 | Jun 6, 2018 | RICHARDSON, TX | Firm change |