DFX Intelligence
Reading the graph
Reading the graph
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Advisor at P•• W••••• M•••••••••
EL PASO, 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 |
|---|---|---|---|---|---|---|
| P•• W••••• M••••••••• | Bd affiliated wealth | Aug 6, 2026 | n/a | yes | EL PASO, TX | Current employment |
| P•• W••••• M••••••••• | Bd affiliated wealth | Mar 16, 2023 | Apr 13, 2026 | no | Austin, TX|PITTSBURGH, PA|El Paso, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E••••• J•••• | P•• W••••• M••••••••• | Feb 3, 2022 | Mar 16, 2023 | 406 | Firm change after gap | Ibd to ibd |
| T• A••••••••• I••••••••• M••••••••• L•• | T• A••••••••• I••• | Sep 11, 2019 | Feb 27, 2018 |
| E••••• J•••• | National bd RIA | Oct 18, 2019 | Feb 3, 2022 | no | EL PASO, TX|El Paso, TX | Previous registration |
| T• A••••••••• I••• | Former SEC adviser | Feb 27, 2018 | Sep 11, 2019 | no | ELPASO, TX | Previous registration |
| T• A••••••••• I••••••••• M••••••••• L•• | Former SEC adviser | Feb 26, 2018 | Sep 11, 2019 | no | OMAHA, NE|EL PASO, TX | Previous registration |
| S•••••••• I••••••••• M••••••••• | Former SEC adviser | Jan 28, 2017 | Feb 26, 2018 | no | SAINT LOUIS, MO | Previous registration |
| -561 |
| Bulk transfer |
| Other |
| T• A••••••••• I••• | E••••• J•••• | Sep 11, 2019 | Oct 18, 2019 | 37 | Firm change | Other |
| S•••••••• I••••••••• M••••••••• | T• A••••••••• I••••••••• M••••••••• L•• | Feb 26, 2018 | Feb 26, 2018 | 0 | Bulk transfer | Ibd to RIA |