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Advisor at NEXUS ONE FINANCIAL ADVISORS LLC
PLANO, 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 |
|---|---|---|---|---|---|---|
| NEXUS ONE FINANCIAL ADVISORS LLC | Independent wealth | Oct 7, 2025 | n/a | yes | PLANO, TX | Current employment |
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Jul 21, 2017 | Jan 7, 2026 | no | PLANO, TX|Plano, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | NEXUS ONE FINANCIAL ADVISORS LLC | Jan 7, 2026 | Oct 7, 2025 | -92 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157222:336809:TX:2026-01-07 | Jan 7, 2026 | Oct 7, 2025 | PLANO, TX | Firm change after gap |