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RIA / WealthAdvisor10 years in industry

Jennifer Aguirre

Advisor at SILVERSTONE PRIVATE WEALTH

KINGWOOD, TX

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Search this name across graphsid dfx:ria:f32fb252-6879-3e57-1e5a-eefed1889f72

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Aug 15, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SILVERSTONE PRIVATE WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 12, 2016
First registration: Aug 15, 2016
Dual registered: no
Other names: Jennifer RUTH Martinez|JENNIFER MARTINEZ AGUIRRE|Jennifer Aguirre|Jennifer Martinez Aguirre
IAPD individual key: 6376708

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SILVERSTONE PRIVATE WEALTH	State registered	Sep 30, 2025	n/a	yes	KINGWOOD, TX	Current employment
STIRLINGSHIRE INVESTMENTS	Independent wealth	May 10, 2025	Aug 7, 2025	no	NEW YORK, NY	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Dec 16, 2024	Feb 14, 2025	no	LEAGUE CITY, TX\|PHOENIX, AZ	Previous registration
UNITED ADVISORS AMERICA	Independent wealth	Sep 26, 2024	Oct 4, 2024	no	Humble, TX	Previous registration
OUTLOOK WEALTH ADVISORS, LLC	Independent wealth	Oct 11, 2023	Jul 25, 2024	no	THE WOODLANDS, TX	Previous registration
NAVY FEDERAL INVESTMENT SERVICES, LLC	Bd affiliated wealth	Sep 30, 2019	Oct 2, 2023	no	West Humble, TX\|Vienna, VA	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Apr 15, 2019	Oct 2, 2019	no	Kingwood, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 2, 2018	Jan 30, 2019	no	HUMBLE, TX\|SPRING, TX	Previous registration
MORGAN STANLEY	Wirehouse	Nov 28, 2017	May 24, 2018	no	Houston, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 15, 2016	Jul 3, 2017	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STIRLINGSHIRE INVESTMENTS	SILVERSTONE PRIVATE WEALTH	Aug 7, 2025	Sep 30, 2025	54	Firm change	RIA to state RIA
FOUNDATIONS INVESTMENT ADVISORS LLC	STIRLINGSHIRE INVESTMENTS	Feb 14, 2025	May 10, 2025	85	Firm change	RIA to RIA
UNITED ADVISORS AMERICA	FOUNDATIONS INVESTMENT ADVISORS LLC	Oct 4, 2024	Dec 16, 2024	73	Firm change	RIA to RIA
OUTLOOK WEALTH ADVISORS, LLC	UNITED ADVISORS AMERICA	Jul 25, 2024	Sep 26, 2024	63	Firm change	RIA to RIA
NAVY FEDERAL INVESTMENT SERVICES, LLC	OUTLOOK WEALTH ADVISORS, LLC	Oct 2, 2023	Oct 11, 2023	9	Firm change	Ibd to RIA
PNC MANAGED ACCOUNT SOLUTIONS, INC.	NAVY FEDERAL INVESTMENT SERVICES, LLC	Oct 2, 2019	Sep 30, 2019	-2	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Jan 30, 2019	Apr 15, 2019	75	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 24, 2018	Jul 2, 2018	39	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Jul 3, 2017	Nov 28, 2017	148	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:110476:TX:2019-01-18	Jan 30, 2019	Apr 15, 2019	SPRING, TX	Firm change

Relationships

Registered with (9)

→ SILVERSTONE PRIVATE WEALTHRegistered adviserregistration: current employment
Sep 30, 2025 to presentfactForm ADV
→ STIRLINGSHIRE INVESTMENTSRegistered adviserregistration: previous registration
May 10, 2025 to Aug 7, 2025factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Dec 16, 2024 to Feb 14, 2025factForm ADV
→ UNITED ADVISORS AMERICARegistered adviserregistration: previous registration
Sep 26, 2024 to Oct 4, 2024factForm ADV
→ OUTLOOK WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 11, 2023 to Jul 25, 2024factForm ADV
→ NAVY FEDERAL INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
Sep 30, 2019 to Oct 2, 2023factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Apr 15, 2019 to Oct 2, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 2, 2018 to Jan 30, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 28, 2017 to May 24, 2018factForm ADV

Dated events

Occurred
Aug 7, 2025
Advisor changed firm
Jennifer Aguirre left Stirlingshire Investments for Silverstone Private Wealth (registered 2025-09-30)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Jennifer Aguirre left Foundations Investment Advisors Llc for Stirlingshire Investments (registered 2025-05-10)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2024
Advisor changed firm
Jennifer Aguirre left United Advisors America for Foundations Investment Advisors Llc (registered 2024-12-16)
Form ADVobserved 5 days ago
Occurred
Jul 25, 2024
Advisor changed firm
Jennifer Aguirre left Outlook Wealth Advisors, Llc for United Advisors America (registered 2024-09-26)
Form ADVobserved 5 days ago
Occurred
Oct 2, 2023
Advisor changed firm
Jennifer Aguirre left Navy Federal Investment Services, Llc for Outlook Wealth Advisors, Llc (registered 2023-10-11)
Form ADVobserved 5 days ago