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Advisor at PROVIDENT WEALTH ADVISORS, LLC
WESLEY CHAPEL, FL | THE WOODLANDS, TX | The Woodlands, 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 |
|---|---|---|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT, LLC | Independent wealth | Nov 10, 2022 | n/a | yes | WESLEY CHAPEL, FL|The Woodlands, TX | Current employment |
| PROVIDENT WEALTH ADVISORS, LLC | State registered | Jun 15, 2011 | n/a | yes | THE WOODLANDS, TX | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Feb 18, 2010 | Jan 3, 2012 | no | THE WOODLANDS, TX|THE WOOLANDS, TX|ARDEN HILLS, MN | Previous registration |
| GRADIENT INVESTMENTS, LLC | Independent wealth | Jan 26, 2010 | Feb 17, 2010 | no | ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | PROVIDENT WEALTH ADVISORS, LLC | Jan 3, 2012 | Jun 15, 2011 | -202 | Firm change after gap | Other |
| GRADIENT INVESTMENTS, LLC | GRADIENT ADVISORS, LLC | Feb 17, 2010 | Feb 18, 2010 | 1 | Firm change | Other |