DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TERRY MCDANIEL & COMPANY
AUSTIN, 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 |
|---|---|---|---|---|---|---|
| TERRY MCDANIEL & COMPANY | Independent wealth | Mar 12, 2021 | n/a | yes | AUSTIN, TX | Current employment |
| INTEGRA ASSET ADVISORS, L.C. | State registered | Apr 12, 2007 | Mar 26, 2019 | no | AUSTIN, TX | Previous registration |
| AMERIPRISE ADVISOR SERVICES, INC. | n/a | Mar 21, 2005 | Jul 21, 2005 | no | AUSTIN, TX | Previous registration |
| INTEGRA ASSET ADVISORS, L.C. | State registered | Jun 22, 2004 | Dec 31, 2004 | no | AUSTIN, TX | Previous registration |
| INTEGRA ASSET ADVISORS, L.C. | State registered | Apr 2, 2001 | Jul 3, 2002 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTEGRA ASSET ADVISORS, L.C. | TERRY MCDANIEL & COMPANY | Mar 26, 2019 | Mar 12, 2021 | 717 | Firm change after gap | Other |
| AMERIPRISE ADVISOR SERVICES, INC. | INTEGRA ASSET ADVISORS, L.C. | Jul 21, 2005 | Apr 12, 2007 | 630 | Firm change after gap | Other |
| INTEGRA ASSET ADVISORS, L.C. | AMERIPRISE ADVISOR SERVICES, INC. | Dec 31, 2004 | Mar 21, 2005 | 80 | Firm change | Other |