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351 Jesse Jewell Pkwy Sw Suite 301, Gainesville, GA 30501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-08 |
| AZ | RA | APPROVED | 2025-07-17 |
| GA | RA | APPROVED | 2024-12-05 |
Branch Locations
351 Jesse Jewell Pkwy Sw Suite 301, Gainesville, GA 30501 • United States
Missouri City, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dnm Consulting Llc | Missouri City | TX | 11/2013 | Present |
| Windward Capital, Inc. | Houston | TX | 03/2015 | 12/2017 |
| Ptx Securities, Llc | Plano | TX | 12/2015 | 12/2017 |
| Concorde Investment Services, Llc | Livonia | MI | 11/2017 | 04/2018 |
| Discipline Advisors, Inc. | Mankato | MN | 07/2017 | 04/2019 |
| Lewis Financial Group, L.C. | Shreveport | LA | 04/2018 | 04/2019 |
| Thornhill Securities Inc | Austin | TX | 10/2019 | 09/2020 |
| Sunbelt Securities Inc | Houston | TX | 10/2019 | 12/2021 |
| Shamrock Asset Management Llc | Dallas | TX | 08/2019 | 12/2019 |
| Starship | New York | NY | 04/2020 | 12/2023 |
| Thornhill Securities Inc | Austin | TX | 09/2020 | 11/2020 |
| Realized Financial, Inc. (Bd/Ria) | Austin | TX | 04/2021 | 02/2023 |
| Fiduciary Capital, Inc. | Gainesville | GA | 10/2024 | Present |
| Counterweight Private Wealth | Wilmington | NC | 09/2023 | Present |
1) DNM Consulting (OBA): Not Investment Related. 9911 Sabine Circle, Missouri City, TX 77459. Compliance & Operational Consulting Services. Owner. Start: 2013. 10 hours per month, during or after trading hours. 2) Barn Brothers (OBA): Not investment related. 3301 Jacquelyn Dr, Pearland, TX. Men's Ministry. Co-owner. Start: 03/2021. Less than 10 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
| S66 | Uniform Combined State Law Examination | 2009-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-13 |
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