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Advisor at WEALTHTRUST ASSET MANAGEMENT, LLC
Plano, TX | DESTIN, FL
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 |
|---|---|---|---|---|---|---|
| WEALTHTRUST ASSET MANAGEMENT, LLC | Independent wealth | Jun 28, 2018 | n/a | yes | Plano, TX|DESTIN, FL | Current employment |
| PEAK AMERICAN INVESTMENT ADVISORS, INC. | Independent wealth | Jan 13, 2020 | May 7, 2020 | no | PLANO, TX|PLANO, TX | Previous registration |
| VALIANT WEALTH MANAGEMENT | n/a | Oct 23, 2017 | Dec 31, 2018 | no | PLANO, TX | Previous registration |
| IC ADVISORY SERVICES, INC. | Former SEC adviser | Jun 2, 2006 | Dec 31, 2016 | no | BEDMINSTER, NJ|PLANO, TX | Previous registration |
| THE INVESTMENT CENTER, INC. | n/a | Jan 8, 2001 | Jun 2, 2006 | no | PLANO, TX|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEAK AMERICAN INVESTMENT ADVISORS, INC. | n/a | May 7, 2020 | n/a | n/a | Departure no registered destination | Departure |
| VALIANT WEALTH MANAGEMENT | WEALTHTRUST ASSET MANAGEMENT, LLC | Dec 31, 2018 | Jun 28, 2018 | -186 | Firm change after gap | Other |
| IC ADVISORY SERVICES, INC. | VALIANT WEALTH MANAGEMENT | Dec 31, 2016 | Oct 23, 2017 | 296 | Firm change | Other |
| THE INVESTMENT CENTER, INC. | IC ADVISORY SERVICES, INC. | Jun 2, 2006 | Jun 2, 2006 | 0 | Bulk transfer | Other |