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Advisor at OPEN DOOR FINANCIAL ADVISORS
LUBBOCK, 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 |
|---|---|---|---|---|---|---|
| OPEN DOOR FINANCIAL ADVISORS | State registered | May 18, 2021 | n/a | yes | LUBBOCK, TX | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Jun 3, 2022 | Aug 4, 2023 | no | LUBBOCK, TX|SARASOTA, FL | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | May 16, 2017 | Feb 1, 2019 | no | HOUSTON, TX | Previous registration |
| WJ INTERESTS, LLC | Independent wealth | Apr 23, 2008 | Mar 28, 2016 | no | SUGAR LAND, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | n/a | Aug 4, 2023 | n/a | n/a | Departure no registered destination | Departure |
| MERCER GLOBAL ADVISORS INC. | OPEN DOOR FINANCIAL ADVISORS | Feb 1, 2019 | May 18, 2021 | 837 | Firm change after gap | RIA to state RIA |
| WJ INTERESTS, LLC | MERCER GLOBAL ADVISORS INC. | Mar 28, 2016 | May 16, 2017 | 414 | Firm change after gap | Other |