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Angel Gilberto Escobedo

Fiduciary Financial Advisors

Round Rock, TX

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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-28
  • TX RA
    APPROVED
    Since 2024-05-28

Branch Locations

Round Rock, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Texas Tech University Lubbock TX 08/2013 12/2017
Lake Tahoe Wealth Management Folsom CA 01/2018 10/2018
Charles Schwab & Co., Inc. Austin TX 03/2019 05/2020
Unemployed Unemployed TX 11/2018 02/2019
Capasso Planning Partners Llc Austin TX 05/2020 05/2024
Origin Financial San Francisco CA 01/2022 07/2022
Fiduciary Financial Advisors, Llc Grand Rapids MI 05/2024 Present
  • 08/2013 → 12/2017
    Texas Tech University
    Lubbock, TX
  • 01/2018 → 10/2018
    Lake Tahoe Wealth Management
    Folsom, CA
  • 03/2019 → 05/2020
    Charles Schwab & Co., Inc.
    Austin, TX
  • 11/2018 → 02/2019
    Unemployed
    Unemployed, TX
  • 05/2020 → 05/2024
    Capasso Planning Partners Llc
    Austin, TX
  • 01/2022 → 07/2022
    Origin Financial
    San Francisco, CA
  • 05/2024 → Present
    Fiduciary Financial Advisors, Llc
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-11
  • S63 Uniform Securities Agent State Law Examination
    2019-10-11
Designations
Other Names
  • Angel Escobedo

View on SEC IAPD

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