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Current Employers
Worth Asset Management

17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-07
  • TX RA
    APPROVED
    Since 2023-07-07

Branch Locations

17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States

Carrollton, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Christian Academy Addison TX 07/2015 Present
Worth Asset Management Dallas TX 07/2023 Present
  • 07/2015 → Present
    Trinity Christian Academy
    Addison, TX
  • 07/2023 → Present
    Dallas, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
Other Names
  • Natalie Michelle Sattawhite
  • Nataile M Floyd

View on SEC IAPD

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