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6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-01 |
Branch Locations
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Austin | TX | 08/2014 | 05/2017 |
| Various Insurance Carriers | Fort Worth | TX | 01/2015 | Present |
| Lee Johnson Capital Management, Llc | Fort Worth | TX | 05/2017 | Present |
| Triad Advisors, Inc. | Norcross | GA | 05/2017 | 03/2023 |
1)OverRidge Wealth Advisors;investment related;6300 Ridglea Place,Suite 1020,Fort Worth,TX 76116;RIA;investment advisor;3/1/2018;160 hrs/month;6.5 hrs during trading;will meet with clients and prospects to review their investments and give them investment advice and/or recommendations 2)Various insurance companies;investment related;6300 Ridglea Place,Suite 1020,Fort Worth,TX 76116;insurance;insurance rep;1/2015;4 hrs/month;10 min during trading;perform survivor benefit analysis as necessary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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