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Advisor at PAX FINANCIAL GROUP
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| PAX FINANCIAL GROUP | Independent wealth | Apr 23, 2026 | n/a | yes | SAN ANTONIO, TX | Current employment |
| Worthpointe | Independent wealth | Nov 14, 2025 | Apr 30, 2026 | no | RAMONA, CA|Austin, TX | Previous registration |
| CONSTITUTION WEALTH LLC | Former SEC adviser | May 2, 2024 | Dec 31, 2025 | no | Austin, TX|RAMONA, CA | Previous registration |
| THE REPUBLIC CAPITAL MANAGEMENT LLC | n/a | Jul 30, 2019 | Sep 3, 2024 | no | CEDAR PARK, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Worthpointe | PAX FINANCIAL GROUP | Apr 30, 2026 | Apr 23, 2026 | -7 | Firm change | RIA to RIA |
| CONSTITUTION WEALTH LLC | Worthpointe | Dec 31, 2025 | Nov 14, 2025 | -47 | Firm change after gap | RIA to RIA |
| THE REPUBLIC CAPITAL MANAGEMENT LLC | CONSTITUTION WEALTH LLC | Sep 3, 2024 | May 2, 2024 | -124 | Firm change after gap | Other |