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Advisor at SENDERA WEALTH ADVISORS
Richardson, TX | RICHARDSON, 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 |
|---|---|---|---|---|---|---|
| SENDERA WEALTH ADVISORS | State registered | Jan 9, 2025 | n/a | yes | Richardson, TX|RICHARDSON, TX | Current employment |
| HOWARD FINANCIAL SERVICES, LTD. | Independent wealth | May 12, 2008 | Oct 24, 2024 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOWARD FINANCIAL SERVICES, LTD. | SENDERA WEALTH ADVISORS | Oct 24, 2024 | Jan 9, 2025 | 77 | Firm change | RIA to state RIA |