DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ENCOMPASS ADVISORY SERVICES, LLC
KATY, 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 |
|---|---|---|---|---|---|---|
| ENCOMPASS ADVISORY SERVICES, LLC | Independent wealth | Apr 17, 2020 | n/a | yes | KATY, TX | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Nov 11, 2019 | Jan 20, 2020 | no | Sugar Land, TX | Previous registration |
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Nov 13, 2013 | Aug 8, 2019 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|Chantilly, VA|Houston, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 5, 2013 | Oct 21, 2013 | no | SAN ANTONIO, TX | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jun 30, 2011 | Feb 8, 2013 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | ENCOMPASS ADVISORY SERVICES, LLC | Jan 20, 2020 | Apr 17, 2020 | 88 | Firm change | RIA to RIA |
| ALLSTATE FINANCIAL ADVISORS, LLC | AE WEALTH MANAGEMENT, LLC | Aug 8, 2019 | Nov 11, 2019 | 95 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | ALLSTATE FINANCIAL ADVISORS, LLC | Oct 21, 2013 | Nov 13, 2013 | 23 | Firm change | Other |
| EAGLE STRATEGIES LLC | LPL FINANCIAL LLC | Feb 8, 2013 | Feb 5, 2013 | -3 | Firm change | Other |