DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VALMARK ADVISERS, INC.
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 |
|---|---|---|---|---|---|---|
| VERDE WEALTH GROUP, LLC | State registered | Oct 27, 2010 | n/a | yes | HOUSTON, TX | Current employment |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Aug 2, 2010 | n/a | yes | HOUSTON, TX | Current employment |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Apr 2, 2007 | Aug 16, 2010 | no | HOUSTON, TX | Previous registration |
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | State registered | Jan 1, 2006 | Aug 30, 2010 | no | HOUSTON, TX | Previous registration |
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | State registered | Jan 13, 2003 | Dec 31, 2005 | no | HOUSTON, TX | Previous registration |
| 1717 CAPITAL MANAGEMENT COMPANY | n/a | Oct 18, 2001 | Mar 28, 2007 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | HORNOR, TOWNSEND & KENT, LLC | Aug 30, 2010 | Apr 2, 2007 | -1,246 | Firm change after gap | Other |
| HORNOR, TOWNSEND & KENT, LLC | VALMARK ADVISERS, INC. | Aug 16, 2010 | Aug 2, 2010 | -14 | Firm change | Other |
| 1717 CAPITAL MANAGEMENT COMPANY | WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. | Mar 28, 2007 | Jan 13, 2003 | -1,535 | Firm change after gap | Other |