DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MASLOW WEALTH ADVISORS
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 |
|---|---|---|---|---|---|---|
| MASLOW WEALTH ADVISORS | Independent wealth | Jun 1, 2017 | n/a | yes | AUSTIN, TX | Current employment |
| BENTOAK CAPITAL | Independent wealth | Jan 2, 2015 | Jun 7, 2017 | no | WEATHERFORD, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 10, 2012 | Jan 25, 2016 | no | WEATHERFORD, TX|FT WORTH, TX | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jan 3, 2012 | Sep 6, 2012 | no | WEATHERFORD, TX|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BENTOAK CAPITAL | MASLOW WEALTH ADVISORS | Jun 7, 2017 | Jun 1, 2017 | -6 | Firm change | Other |
| LPL FINANCIAL LLC | BENTOAK CAPITAL | Jan 25, 2016 | Jan 2, 2015 | -388 | Firm change after gap | Other |
| CHASE INVESTMENT SERVICES CORP. | LPL FINANCIAL LLC | Sep 6, 2012 | Oct 10, 2012 | 34 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:173563:TX:2016-01-25 | Jan 25, 2016 | Jan 2, 2015 | FT WORTH, TX | Firm change after gap |