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ISAAC ENRIQUE STOLAR
CRD#: 6095671
IA
B
GALLAGHER FIDUCIARY ADVISORS, LLCCRD#: 146509 12750 Merit Drive, Suite 1000
Dallas, TX 75002
Dallas, TX 75002
OSAIC WEALTH, INC.CRD#: 23131 12750 Merit Dr
Ste 1000
Dallas, TX 75251
Ste 1000
Dallas, TX 75251
0
Disclosures
12
Years of Experience
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State Registrations
B
Arkansas 8/23/2024
B
New York 8/23/2024
B
California 8/23/2024
B
Oklahoma 8/23/2024
B
Louisiana 8/23/2024
IA
Texas 4/21/2022
B
New Jersey 8/23/2024
B
Texas 8/23/2024
B
New Mexico 8/23/2024
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 4/21/2022
B
Registered with this firm since 8/23/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 03/28/2022 - 08/23/2024 | Dallas, TX | |
IA | 07/19/2019 - 03/31/2022 | Dallas, TX | |
B | 07/19/2019 - 03/31/2022 | Dallas, TX | |
B | 09/13/2017 - 05/23/2019 | Dallas, TX | |
IA | 10/11/2017 - 05/13/2019 | Dallas, TX | |
B | 10/02/2012 - 08/18/2017 | WESTLAKE, TX |
WESTLAKE, TX
10/02/2012 - 08/18/2017
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.