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Advisor at AMERICAN ELITE ADVISORY
Mabank, TX | CROWLEY, 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 |
|---|---|---|---|---|---|---|
| AMERICAN ELITE ADVISORY | State registered | Sep 5, 2019 | n/a | yes | CROWLEY, TX|Mabank, TX | Current employment |
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Apr 4, 2011 | Nov 21, 2017 | no | PLANO, TX | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 4, 2010 | Jun 20, 2011 | no | PLANO, TX | Previous registration |
| FIRST FINANCIAL EQUITY CORPORATION | Former SEC adviser | May 6, 2009 | Jun 1, 2010 | no | SCOTTSDALE, AZ|ADDISON, TX | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | May 28, 2008 | Mar 25, 2009 | no | ADDISON, TX|DALLAS, TX|ADDISON, TX|IRVING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | AMERICAN ELITE ADVISORY | Nov 21, 2017 | Sep 5, 2019 | 653 | Firm change after gap | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | Jun 20, 2011 | Apr 4, 2011 | -77 | Firm change after gap | Other |
| FIRST FINANCIAL EQUITY CORPORATION | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 1, 2010 | Jun 4, 2010 | 3 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | FIRST FINANCIAL EQUITY CORPORATION | Mar 25, 2009 | May 6, 2009 | 42 | Firm change | Other |