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Advisor at TRIUMPH WEALTH ADVISORS, INC.
FRISCO, TX | Plano, 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 |
|---|---|---|---|---|---|---|
| LEADERSHIP FINANCIAL ADVISORS, LLC | State registered | Nov 21, 2024 | n/a | yes | FRISCO, TX | Current employment |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Oct 15, 2024 | n/a | yes | Plano, TX | Current employment |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Apr 12, 2018 | Jul 22, 2024 | no | Frisco, TX|ACWORTH, GA | Previous registration |
| VFG ADVISORS, INC. | Former SEC adviser | Jan 14, 2011 | Apr 3, 2018 | no | LOS ANGELES, CA|Plano, TX | Previous registration |
| MADISON AVENUE SECURITIES, LLC | Bd affiliated wealth | Mar 25, 2009 | Nov 10, 2010 | no | PLANO, TX | Previous registration |
| MADISON AVENUE ADVISORS, INC. | n/a | Oct 8, 2008 | Mar 25, 2009 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VFG ADVISORS, INC. | TRIUMPH WEALTH ADVISORS, INC. | Apr 3, 2018 | Apr 12, 2018 | 9 | Firm change | Other |
| MADISON AVENUE SECURITIES, LLC | VFG ADVISORS, INC. | Nov 10, 2010 | Jan 14, 2011 | 65 | Firm change | Other |
| MADISON AVENUE ADVISORS, INC. | MADISON AVENUE SECURITIES, LLC | Mar 25, 2009 | Mar 25, 2009 | 0 | Bulk transfer | Other |