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Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS
Houston, TX | TAMPA, FL
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 |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | Mixed wealth | May 6, 2024 | n/a | yes | Houston, TX|TAMPA, FL | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 21, 2016 | May 7, 2024 | no | Houston, TX | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jan 12, 2016 | Sep 22, 2016 | no | AUSTIN, TX|Houston, TX | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Feb 2, 2000 | Jan 12, 2016 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS | May 7, 2024 | May 6, 2024 | -1 | Firm change | Ibd to RIA |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 21, 2016 | -154 | Bulk transfer | Other |
| SECURITIES AMERICA ADVISORS, INC. | NFP ADVISOR SERVICES, LLC | Jan 12, 2016 | Jan 12, 2016 | 0 | Firm change | Other |