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5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulcrum Equity Management, Llc | Dallas | TX | 09/2011 | Present |
| Fulcrumio | Plano | TX | 03/2016 | 12/2019 |
| Securities America, Inc. | Frisco | TX | 10/2017 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-28 |
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