DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ARROW WEALTH ADVISORS
SAN ANTONIO, TX | LYNCHBURG, VA
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 |
|---|---|---|---|---|---|---|
| ARROW WEALTH ADVISORS | Independent wealth | Dec 7, 2017 | n/a | yes | SAN ANTONIO, TX|LYNCHBURG, VA | Current employment |
| U.S. FINANCIAL ADVISORS | Former SEC adviser | Jan 20, 2012 | Nov 30, 2017 | no | SAN ANTONIO, TX|WILMINGTON, DE | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 13, 2011 | Mar 27, 2013 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. FINANCIAL ADVISORS | ARROW WEALTH ADVISORS | Nov 30, 2017 | Dec 7, 2017 | 7 | Firm change | Other |
| LPL FINANCIAL LLC | U.S. FINANCIAL ADVISORS | Mar 27, 2013 | Jan 20, 2012 | -432 | Firm change after gap | Other |