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Advisor at ADVISOR RESOURCE COUNCIL
DALLAS, TX | Jenks, OK
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 |
|---|---|---|---|---|---|---|
| ADVISOR RESOURCE COUNCIL | Independent wealth | Mar 22, 2023 | n/a | yes | Jenks, OK|DALLAS, TX | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Dec 20, 2021 | Mar 3, 2023 | no | Tulsa, OK | Previous registration |
| ADAPTATION FINANCIAL ADVISORS INC. | Independent wealth | Dec 8, 2021 | Mar 13, 2023 | no | OKLAHOMA CITY, OK | Previous registration |
| MILLER PRIVATE WEALTH LLC | Former SEC adviser | Aug 30, 2019 | Jan 27, 2022 | no | OKLAHOMA CITY, OK | Previous registration |
| DRAWBRIDGE CAPITAL | Independent wealth | Sep 21, 2017 | Oct 29, 2020 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADAPTATION FINANCIAL ADVISORS INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 13, 2023 | Dec 20, 2021 | -448 | Firm change after gap | RIA to ibd |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | ADVISOR RESOURCE COUNCIL | Mar 3, 2023 | Mar 22, 2023 | 19 | Firm change | Ibd to RIA |
| MILLER PRIVATE WEALTH LLC | ADAPTATION FINANCIAL ADVISORS INC. | Jan 27, 2022 | Dec 8, 2021 | -50 | Firm change after gap | RIA to RIA |
| DRAWBRIDGE CAPITAL | MILLER PRIVATE WEALTH LLC | Oct 29, 2020 | Aug 30, 2019 | -426 | Firm change after gap | Other |