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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-07 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Carrollton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Christian Academy | Addison | TX | 07/2015 | Present |
| Worth Asset Management | Dallas | TX | 07/2023 | Present |
Trinity Christian Academy Non-investment related 17001 Addison Rd, Addison TX 75001 School / Education Teacher Start Date: July 2015 140 hours / month during school year teaching first grade students
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
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