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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-02 |
| PA | RA | APPROVED | 2016-08-30 |
Branch Locations
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • UNITED STATES
3401 N. Front St Suite 303, Harrisburg, PA 17110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 08/2016 | Present |
CHARNEY AIR, INC.; HARRISBURG, PA; AIRCRAFT LEASEING; OWNER OF AIRCRAFT; START DATE: DECEMBER 1, 2002 TILL PRESENT; 1-9% of his weekly time none during market hours. Compensation represents 1-9% of his annual income. Charney Investment Group; Investment Related - Yes; 3401 N. Front Street, Suite 303, Harrisburg. PA 17339; DBA; President & Founder; Financial Advisor; 05/1999; 160 Hours Per Month; 160 During Trading Hours; Providing financial planning and investment-related services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-28 |
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