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Advisor at WEALTH WATCH ADVISORS, INC
Jenks, OK
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 |
|---|---|---|---|---|---|---|
| WEALTH WATCH ADVISORS, INC | Independent wealth | Oct 16, 2020 | n/a | yes | Jenks, OK | Current employment |
| SOLOMON GROUP FINANCIAL SERVICES, LLC | n/a | Jan 9, 2020 | Dec 31, 2020 | no | AUSTIN, TX | Previous registration |
| SOLOMON GROUP FINANCIAL SERVICES, LLC | n/a | Mar 3, 2017 | Dec 31, 2019 | no | AUSTIN, TX | Previous registration |
| BLUE DUCK WEALTH MANAGEMENT | Former SEC adviser | Aug 31, 2016 | Apr 11, 2017 | no | Austin, TX|ROSWELL, GA | Previous registration |
| SOLOMON GROUP FINANCIAL SERVICES, LLC | n/a | Apr 8, 2013 | Dec 31, 2016 | no | AUSTIN, TX | Previous registration |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jan 4, 2008 | Apr 29, 2013 | no | HOUSTON, TX|AUSTIN, TX | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Apr 27, 1994 | May 23, 2006 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOLOMON GROUP FINANCIAL SERVICES, LLC | WEALTH WATCH ADVISORS, INC | Dec 31, 2020 | Oct 16, 2020 | -76 | Firm change after gap | Other |
| BLUE DUCK WEALTH MANAGEMENT | SOLOMON GROUP FINANCIAL SERVICES, LLC | Apr 11, 2017 | Mar 3, 2017 | -39 | Firm change after gap | Other |
| SOLOMON GROUP FINANCIAL SERVICES, LLC | BLUE DUCK WEALTH MANAGEMENT | Dec 31, 2016 | Aug 31, 2016 | -122 | Firm change after gap | Other |
| NEXT FINANCIAL GROUP, INC. | SOLOMON GROUP FINANCIAL SERVICES, LLC | Apr 29, 2013 | Apr 8, 2013 | -21 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | NEXT FINANCIAL GROUP, INC. | May 23, 2006 | Jan 4, 2008 | 591 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 166519:172002:TX:2020-12-31 | Dec 31, 2020 | Oct 16, 2020 | AUSTIN, TX | Firm change after gap |
| 281832:166519:GA:2017-04-11 | Apr 11, 2017 | Mar 3, 2017 | ROSWELL, GA | Firm change after gap |
| 166519:281832:TX:2016-12-31 | Dec 31, 2016 | Aug 31, 2016 | AUSTIN, TX | Firm change after gap |