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Advisor at ISC ADVISORS, INC.
DALLAS, 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 |
|---|---|---|---|---|---|---|
| ISC ADVISORS, INC. | Mixed wealth | Jun 29, 2026 | n/a | yes | DALLAS, TX | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 14, 2022 | Jul 13, 2026 | no | Westlake, TX|Bedford, TX|Phoenix, AZ|Carrollton, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | ISC ADVISORS, INC. | Jul 13, 2026 | Jun 29, 2026 | -14 | Firm change | Ibd to RIA |