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Advisor at S.B. VALUE PARTNERS, L.P.
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| S.B. VALUE PARTNERS, L.P. | Other adviser | Jan 9, 2025 | n/a | yes | SAN ANTONIO, TX | Current employment |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Oct 11, 2022 | Jan 3, 2025 | no | Plano, TX | Previous registration |
| S.B. VALUE PARTNERS, L.P. | Other adviser | Nov 24, 2020 | Oct 5, 2022 | no | ARGYLE, TX | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Mar 7, 2008 | Mar 24, 2010 | no | FORT WORTH, TX | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Mar 7, 2008 | Mar 24, 2010 | no | FORT WORTH, TX | Previous registration |
| ADVISORS ASSET MANAGEMENT, INC. | Mixed wealth | May 13, 2005 | Feb 12, 2008 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|BOERNE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOK FINANCIAL ADVISORS | S.B. VALUE PARTNERS, L.P. | Jan 3, 2025 | Jan 9, 2025 | 6 | Firm change | Other |
| S.B. VALUE PARTNERS, L.P. | BOK FINANCIAL ADVISORS | Oct 5, 2022 | Oct 11, 2022 | 6 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Mar 24, 2010 | Mar 7, 2008 | -747 | Channel change | Other |
| TD AMERITRADE, INC. | S.B. VALUE PARTNERS, L.P. | Mar 24, 2010 | Nov 24, 2020 | 3,898 | Firm change after gap | Other |
| ADVISORS ASSET MANAGEMENT, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Feb 12, 2008 | Mar 7, 2008 | 24 | Firm change | Other |