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Mineral Wells, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-06 |
| OH | RA | APPROVED | 2023-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Solon | OH | 04/2013 | 08/2023 |
| Redwood Financial Network | Solon | OH | 04/2013 | 07/2023 |
| Western Reserve Wealth Management Llc | Mineral Wells | TX | 01/2021 | Present |
1) LICENSED INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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