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Advisor at TEXAS FAMILY WEALTH, LLC
FRIENDSWOOD, 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 |
|---|---|---|---|---|---|---|
| TEXAS FAMILY WEALTH, LLC | Independent wealth | Feb 7, 2025 | n/a | yes | FRIENDSWOOD, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Jul 6, 2021 | Jan 8, 2025 | no | PLANO, TX|PLANO, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | May 24, 2018 | Dec 26, 2018 | no | CORPUS CHRISTI, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | TEXAS FAMILY WEALTH, LLC | Jan 8, 2025 | Feb 7, 2025 | 30 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FISHER INVESTMENTS | Dec 26, 2018 | Jul 6, 2021 | 923 | Firm change after gap | Wirehouse to RIA |