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Advisor at STILLFOREST WEALTH MANAGEMENT
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| STILLFOREST WEALTH MANAGEMENT | State registered | Jul 26, 2024 | n/a | yes | HOUSTON, TX | Current employment |
| OWLFA LLC | n/a | Nov 13, 2023 | Jul 16, 2024 | no | HOUSTON, TX | Previous registration |
| TRAJAN WEALTH, L.L.C. | Independent wealth | Nov 2, 2021 | Oct 3, 2023 | no | SUGARLAND, TX|SCOTTSDALE, AZ | Previous registration |
| OWLFA LLC | n/a | Jul 6, 2021 | Dec 22, 2021 | no | HOUSTON, TX | Previous registration |
| INVESTEC WEALTH STRATEGIES | Former SEC adviser | Feb 12, 2020 | Mar 11, 2021 | no | HOUSTON, TX | Previous registration |
| OWLFA LLC | n/a | Oct 12, 2016 | Feb 27, 2020 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OWLFA LLC | STILLFOREST WEALTH MANAGEMENT | Jul 16, 2024 | Jul 26, 2024 | 10 | Firm change | Other |
| TRAJAN WEALTH, L.L.C. | OWLFA LLC | Oct 3, 2023 | Nov 13, 2023 | 41 | Firm change | Other |
| OWLFA LLC | TRAJAN WEALTH, L.L.C. | Dec 22, 2021 | Nov 2, 2021 | -50 | Firm change after gap | Other |
| INVESTEC WEALTH STRATEGIES | OWLFA LLC | Mar 11, 2021 | Jul 6, 2021 | 117 | Firm change | Other |
| OWLFA LLC | INVESTEC WEALTH STRATEGIES | Feb 27, 2020 | Feb 12, 2020 | -15 | Firm change | Other |