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Advisor at AVIDIAN WEALTH SOLUTIONS
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS | Independent wealth | Mar 10, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Mar 4, 2021 | Apr 16, 2026 | no | THE WOODLANDS, TX | Previous registration |
| ONE ADVOCATE GROUP | Former SEC adviser | Jun 7, 2019 | Mar 30, 2020 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | AVIDIAN WEALTH SOLUTIONS | Apr 16, 2026 | Mar 10, 2026 | -37 | Firm change after gap | RIA to RIA |
| ONE ADVOCATE GROUP | UNITED CAPITAL FINANCIAL ADVISORS | Mar 30, 2020 | Mar 4, 2021 | 339 | Firm change | RIA to ibd |