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Advisor at ARAGON CAPITAL, LLC
HOMEWOOD, AL
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 |
|---|---|---|---|---|---|---|
| ARAGON CAPITAL, LLC | Independent wealth | Jul 29, 2025 | n/a | yes | HOMEWOOD, AL | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 29, 2024 | Aug 6, 2025 | no | AUSTIN, TX|Vestavia Hills, AL | Previous registration |
| CORCORAN CAPITAL MANAGEMENT LLC | n/a | Apr 6, 2018 | Apr 29, 2024 | no | BIRMINGHAM, AL | Previous registration |
| CHITWOOD-LINDBERG WEALTH MANAGEMENT | Former SEC adviser | Mar 16, 2017 | Jan 12, 2018 | no | BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | ARAGON CAPITAL, LLC | Aug 6, 2025 | Jul 29, 2025 | -8 | Firm change | Ibd to new firm |
| CORCORAN CAPITAL MANAGEMENT LLC | KESTRA ADVISORY SERVICES, LLC | Apr 29, 2024 | Apr 29, 2024 | 0 | Firm change | Other |
| CHITWOOD-LINDBERG WEALTH MANAGEMENT | CORCORAN CAPITAL MANAGEMENT LLC | Jan 12, 2018 | Apr 6, 2018 | 84 | Firm change | Other |