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Advisor at NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
ALLEN, 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 |
|---|---|---|---|---|---|---|
| NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. | Independent wealth | Jan 4, 2013 | n/a | yes | ALLEN, TX | Current employment |
| JWA FINANCIAL GROUP, INC. | Former SEC adviser | Oct 1, 2008 | Oct 3, 2012 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JWA FINANCIAL GROUP, INC. | NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. | Oct 3, 2012 | Jan 4, 2013 | 93 | Firm change | Other |