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Advisor at THE WEALTH CONSULTING GROUP
LAS VEGAS, NV | HOUSTON, TX | Sugar Land, TX | SUGAR LAND, 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 |
|---|---|---|---|---|---|---|
| THE WEALTH CONSULTING GROUP | Independent wealth | Jun 28, 2024 | n/a | yes | Sugar Land, TX|LAS VEGAS, NV | Current employment |
| SOVEREIGN WEALTH ADVISORS LLC | Independent wealth | Jun 15, 2022 | n/a | yes | HOUSTON, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 30, 2016 | n/a | yes | SUGAR LAND, TX | Current employment |
| INTRUA FINANCIAL | Independent wealth | Dec 18, 2015 | Nov 8, 2023 | no | HOUSTON, TX|SUGAR LAND, TX | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Oct 31, 2008 | Dec 22, 2015 | no | SUGAR LAND, TX | Previous registration |
| AMERICAN GENERAL SECURITIES INCORPORATED | n/a | Nov 19, 2007 | Oct 31, 2008 | no | SUGAR LAND, TX|SUGARLAND, TX|SUGARLAND, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INTRUA FINANCIAL | LPL FINANCIAL LLC | Nov 8, 2023 | Jun 30, 2016 | -2,687 | Firm change after gap | Other |
| SAGEPOINT FINANCIAL, INC. | INTRUA FINANCIAL | Dec 22, 2015 | Dec 18, 2015 | -4 | Firm change | Other |
| AMERICAN GENERAL SECURITIES INCORPORATED | SAGEPOINT FINANCIAL, INC. | Oct 31, 2008 | Oct 31, 2008 | 0 | Bulk transfer | Other |