DFX Intelligence
Reading the graph
Reading the graph
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Advisor at F•••• T•••• W••••• A••••••• L••
Dallas, 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 |
|---|---|---|---|---|---|---|
| F•••• T•••• W••••• A••••••• L•• | Mixed wealth | Apr 25, 2024 | n/a | yes | Dallas, TX | Current employment |
| T••••• A••••••• S•••••••• I••• | Bd affiliated wealth | Apr 1, 2020 | Sep 11, 2020 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T••••• A••••••• S•••••••• I••• | F•••• T•••• W••••• A••••••• L•• | Sep 11, 2020 | Apr 25, 2024 | 1,322 | Firm change after gap | Other |
| B••• A•••• M••••••••• I••• | T••••• A••••••• S•••••••• I••• | Nov 10, 2010 | Apr 1, 2020 |
| B••• A•••• M••••••••• I••• | n/a | Oct 28, 2005 | Nov 10, 2010 | no | RALEIGH, NC | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Sep 15, 2004 | Oct 7, 2005 | no | RALEIGH, NC | Previous registration |
| 3,430 |
| Firm change after gap |
| Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | B••• A•••• M••••••••• I••• | Oct 7, 2005 | Oct 28, 2005 | 21 | Firm change | Other |