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Advisor at 15 WEALTH ADVISORS LLC
MUNDELEIN, IL | 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 |
|---|---|---|---|---|---|---|
| 15 WEALTH ADVISORS LLC | Independent wealth | Jul 16, 2026 | n/a | yes | Houston, TX|MUNDELEIN, IL | Current employment |
| TSFG, LLC | Independent wealth | Aug 20, 2024 | Jul 30, 2026 | no | LAKE FOREST, IL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Nov 29, 2006 | Oct 12, 2022 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TSFG, LLC | 15 WEALTH ADVISORS LLC | Jul 30, 2026 | Jul 16, 2026 | -14 | Firm change | RIA to new firm |
| VALIC FINANCIAL ADVISORS, INC. | TSFG, LLC | Oct 12, 2022 | Aug 20, 2024 | 678 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172555:337459:IL:2026-07-30 | Jul 30, 2026 | Jul 16, 2026 | LAKE FOREST, IL | Firm change |