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Advisor at TEKTON WEALTH ADVISORS
LOWELL, AR
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 |
|---|---|---|---|---|---|---|
| TEKTON WEALTH ADVISORS | State registered | Mar 4, 2026 | n/a | yes | LOWELL, AR | Current employment |
| LIFEWORKS ADVISORS, LLC | Independent wealth | Mar 13, 2025 | Mar 3, 2026 | no | Lowell, AR|GRAND RAPIDS, MI | Previous registration |
| TEKTON WEALTH ADVISORS | State registered | Sep 16, 2024 | Jan 16, 2025 | no | Lowell, AR | Previous registration |
| DELTA INVESTMENT MANAGEMENT, LLC | Independent wealth | Oct 14, 2020 | Apr 7, 2025 | no | Prescott, AZ|Prescott, AZ|North Little Rock, AR|Lowell, AR|Springdale, AR | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Aug 7, 2014 | Nov 3, 2020 | no | PRESCOTT, AZ|Prescott, AZ | Previous registration |
| STARFOX FINANCIAL SERVICES, LLC | Former SEC adviser | Feb 13, 2013 | Aug 22, 2014 | no | RANCHO CUCAMANGA, CA|THE WOODLANDS, TX | Previous registration |
| COOPER MCMANUS | Independent wealth | Feb 17, 2010 | Jan 3, 2013 | no | RANCHO CUCAMONGA, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 9, 2009 | Feb 17, 2010 | no | Redlands, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 27, 2002 | Feb 26, 2009 | no | CLAREMONT, CA|CLARMONT, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | TEKTON WEALTH ADVISORS | Mar 3, 2026 | Mar 4, 2026 | 1 | Firm change | RIA to state RIA |
| DELTA INVESTMENT MANAGEMENT, LLC | TEKTON WEALTH ADVISORS | Apr 7, 2025 | Sep 16, 2024 | -203 | Firm change after gap | RIA to state RIA |
| TEKTON WEALTH ADVISORS | LIFEWORKS ADVISORS, LLC | Jan 16, 2025 | Mar 13, 2025 | 56 | Firm change | Other |
| BROOKSTONE WEALTH ADVISORS, LLC | DELTA INVESTMENT MANAGEMENT, LLC | Nov 3, 2020 | Oct 14, 2020 | -20 | Firm change | RIA to RIA |
| STARFOX FINANCIAL SERVICES, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Aug 22, 2014 | Aug 7, 2014 | -15 | Firm change | Other |
| COOPER MCMANUS | STARFOX FINANCIAL SERVICES, LLC | Jan 3, 2013 | Feb 13, 2013 | 41 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | COOPER MCMANUS | Feb 17, 2010 | Feb 17, 2010 | 0 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | UBS FINANCIAL SERVICES INC. | Feb 26, 2009 | Feb 9, 2009 | -17 | Firm change | Other |