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Advisor at KDK PRIVATE WEALTH MANAGEMENT
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| KDK PRIVATE WEALTH MANAGEMENT | Independent wealth | Jun 20, 2019 | n/a | yes | HOUSTON, TX | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | May 19, 2017 | May 15, 2018 | no | Houston, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Dec 18, 2009 | Mar 28, 2012 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | KDK PRIVATE WEALTH MANAGEMENT | May 15, 2018 | Jun 20, 2019 | 401 | Firm change after gap | RIA to new firm |
| MORGAN STANLEY | MERCER GLOBAL ADVISORS INC. | Mar 28, 2012 | May 19, 2017 | 1,878 | Firm change after gap | Other |