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Advisor at EXOS WEALTH STRATEGIES, LLC
SPRING, 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 |
|---|---|---|---|---|---|---|
| EXOS WEALTH STRATEGIES, LLC | State registered | Oct 19, 2020 | n/a | yes | SPRING, TX | Current employment |
| CENTRIC ADVISORS, LLC | Independent wealth | Mar 30, 2017 | Jun 19, 2020 | no | CYPRESS, TX|Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CENTRIC ADVISORS, LLC | EXOS WEALTH STRATEGIES, LLC | Jun 19, 2020 | Oct 19, 2020 | 122 | Firm change | RIA to state RIA |