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Advisor at BEE FINANCIAL PARTNERS WEALTH, LLC
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| BEE FINANCIAL PARTNERS WEALTH, LLC | State registered | Oct 2, 2024 | n/a | yes | HOUSTON, TX | Current employment |
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Nov 10, 2021 | Jan 13, 2025 | no | Houston, TX | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Apr 1, 2020 | Nov 5, 2021 | no | ARDEN HILLS, MN|Houston, TX | Previous registration |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Apr 13, 2017 | Apr 1, 2020 | no | Houston, TX|ADA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | BEE FINANCIAL PARTNERS WEALTH, LLC | Jan 13, 2025 | Oct 2, 2024 | -103 | Firm change after gap | RIA to state RIA |
| GRADIENT ADVISORS, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Nov 5, 2021 | Nov 10, 2021 | 5 | Firm change | RIA to RIA |
| USA FINANCIAL SECURITIES LLC | GRADIENT ADVISORS, LLC | Apr 1, 2020 | Apr 1, 2020 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 313928:332761:TX:2025-01-13 | Jan 13, 2025 | Oct 2, 2024 | HOUSTON, TX | Firm change after gap |
| 103857:152665:MI:2020-04-01 | Apr 1, 2020 | Apr 1, 2020 | ADA, MI | Firm change |