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Advisor at ISC ADVISORS, INC.
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 |
|---|---|---|---|---|---|---|
| ISC ADVISORS, INC. | Mixed wealth | Jul 23, 2021 | n/a | yes | DALLAS, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 13, 2005 | Jul 29, 2021 | no | PLANO, TX|PLANO, TX | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jul 25, 2000 | May 18, 2005 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ISC ADVISORS, INC. | Jul 29, 2021 | Jul 23, 2021 | -6 | Firm change | Wirehouse to RIA |
| CHASE INVESTMENT SERVICES CORP. | WELLS FARGO ADVISORS | May 18, 2005 | May 13, 2005 | -5 | Firm change | Other |