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Advisor at WELA FINANCIAL ADVISORY
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 |
|---|---|---|---|---|---|---|
| WELA FINANCIAL ADVISORY | Independent wealth | Mar 6, 2019 | n/a | yes | SAN ANTONIO;, TX | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 20, 2017 | Sep 7, 2018 | no | Houston, TX | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 28, 2015 | Jul 20, 2017 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | WELA FINANCIAL ADVISORY | Sep 7, 2018 | Mar 6, 2019 | 180 | Firm change | RIA to RIA |
| EQUITABLE ADVISORS, LLC | MERCER GLOBAL ADVISORS INC. | Jul 20, 2017 | Jul 20, 2017 | 0 | Firm change | Other |