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Advisor at M. E. ALLISON & CO., INC.
SAN ANTONIO, TX | CORPUS CHRISTI, 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 |
|---|---|---|---|---|---|---|
| M. E. ALLISON & CO., INC. | Independent wealth | Jan 3, 2022 | n/a | yes | SAN ANTONIO, TX|CORPUS CHRISTI, TX|SAN ANTONIO, TX | Current employment |
| ARGENT RETIREMENT PLAN ADVISORS, LLC | Institutional manager | Mar 13, 2018 | Jan 3, 2022 | no | San Antonio, TX|NEW ORLEANS, LA | Previous registration |
| WADDELL & REED | Former SEC adviser | May 19, 2011 | Apr 25, 2012 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARGENT RETIREMENT PLAN ADVISORS, LLC | M. E. ALLISON & CO., INC. | Jan 3, 2022 | Jan 3, 2022 | 0 | Firm change | Other |
| WADDELL & REED | ARGENT RETIREMENT PLAN ADVISORS, LLC | Apr 25, 2012 | Mar 13, 2018 | 2,148 | Firm change after gap | Other |