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Reading the graph
Advisor at COMMERCE STREET INVESTMENT MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| COMMERCE STREET INVESTMENT MANAGEMENT | Institutional manager | Feb 3, 2026 | n/a | yes | DALLAS, TX | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Feb 3, 2025 | Nov 20, 2025 | no | WEBSTER, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | COMMERCE STREET INVESTMENT MANAGEMENT | Nov 20, 2025 | Feb 3, 2026 | 75 | Firm change | Other |