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Advisor at CUSTOM WEALTH SOLUTIONS
HOUSTON, TX | Cypress, 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 |
|---|---|---|---|---|---|---|
| CUSTOM WEALTH SOLUTIONS | State registered | Jul 10, 2025 | n/a | yes | HOUSTON, TX|Cypress, TX|Cypress, TX | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Feb 1, 2024 | Feb 18, 2025 | no | Cypress, TX|The Woodland, TX | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jan 10, 2019 | Feb 6, 2024 | no | THE WOODLANDS, TX|GREENWOOD VILLAGE, CO|CYPRESS, TX | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Jul 20, 2016 | Jan 10, 2019 | no | Cypress, TX|MINNEAPOLIS, MN | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Sep 25, 2015 | Jul 28, 2016 | no | Cypress, TX|PHOENIX, AZ | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Mar 19, 2010 | Oct 1, 2015 | no | MINNEAPOLIS, MN|CYPRESS, TX | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 2, 1993 | Mar 24, 2010 | no | CYPRESS, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CUSTOM WEALTH SOLUTIONS | Feb 18, 2025 | Jul 10, 2025 | 142 | Firm change | Ibd to state RIA |
| CETERA ADVISORS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 6, 2024 | Feb 1, 2024 | -5 | Firm change | Ibd to ibd |
| QUESTAR ASSET MANAGEMENT, INC. | CETERA ADVISORS LLC | Jan 10, 2019 | Jan 10, 2019 | 0 | Firm change | Ibd to ibd |
| FOUNDATIONS INVESTMENT ADVISORS LLC | QUESTAR ASSET MANAGEMENT, INC. | Jul 28, 2016 | Jul 20, 2016 | -8 | Firm change | Other |
| QUESTAR ASSET MANAGEMENT, INC. | FOUNDATIONS INVESTMENT ADVISORS LLC | Oct 1, 2015 | Sep 25, 2015 | -6 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Mar 24, 2010 | Mar 19, 2010 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10299:134139:TX:2024-02-05 | Feb 6, 2024 | Feb 1, 2024 | CYPRESS, TX | Firm change |