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Advisor at CORNERMEN FINANCIAL, LLC
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| CORNERMEN FINANCIAL, LLC | Independent wealth | Sep 19, 2022 | n/a | yes | SAN ANTONIO, TX | Current employment |
| SEQUENT PLANNING, LLC | Independent wealth | Sep 29, 2017 | Jan 9, 2023 | no | San Antonio, TX|OMAHA, NE|SAN ANTONIO, TX | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Apr 22, 2013 | Oct 19, 2017 | no | SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 20, 2006 | Apr 18, 2013 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEQUENT PLANNING, LLC | CORNERMEN FINANCIAL, LLC | Jan 9, 2023 | Sep 19, 2022 | -112 | Firm change after gap | RIA to new firm |
| CONCOURSE FINANCIAL GROUP ADVISORS | SEQUENT PLANNING, LLC | Oct 19, 2017 | Sep 29, 2017 | -20 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | CONCOURSE FINANCIAL GROUP ADVISORS | Apr 18, 2013 | Apr 22, 2013 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 160381:323179:TX:2023-01-09 | Jan 9, 2023 | Sep 19, 2022 | SAN ANTONIO, TX | Firm change after gap |
| 15708:160381:TX:2017-10-19 | Oct 19, 2017 | Sep 29, 2017 | SAN ANTONIO, TX | Firm change |