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Advisor at FIRST FIDELITY WEALTH MANAGEMENT LLC
NEW BRAUNFELS, 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 |
|---|---|---|---|---|---|---|
| FIRST FIDELITY WEALTH MANAGEMENT LLC | State registered | Mar 23, 2026 | n/a | yes | NEW BRAUNFELS, TX | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Apr 9, 2025 | Jul 22, 2026 | no | San Antonio, TX|San Antonio, TX|San Antonio, TX|San Antonio, TX|New Braunfels, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | FIRST FIDELITY WEALTH MANAGEMENT LLC | Jul 22, 2026 | Mar 23, 2026 | -121 | Firm change after gap | Ibd to state RIA |