Inactive

Lance Douglas Jamerson

Westshore Wealth

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Current Employers

Westshore Wealth

4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-26

TX RA
APPROVED

Since 2019-01-26

Branch Locations

8201 Preston Road, Suite 325, Dallas, TX 75225 • 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

Organization	City	State	From	To
Howard Financial Services	Dallas	TX	09/2013	12/2018
Westshore Wealth	Dallas	TX	12/2018	Present

09/2013 → 12/2018

Howard Financial Services

Dallas, TX
12/2018 → Present

Westshore Wealth

Dallas, TX

Previous Registrations

2013-10-24 → 2019-02-08

Howard Financial Services, Ltd.

Dallas, TX
2011-11-11 → 2013-09-23

Triad Advisors Llc

Austin, TX
2009-06-03 → 2011-12-09

J. W. Cole Advisors, Inc.

Tampa, FL

Austin, TX
2006-05-11 → 2009-04-30

Kestra Investment Services, Llc

Austin, TX
2000-09-25 → 2006-04-13

Ameriprise Financial Services, Llc

Memphis, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-09-22

S66 Uniform Combined State Law Examination

2000-09-22

Designations

View on SEC IAPD

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7TH HARVEST INVESTMENTS

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PRIME SENTRY WEALTH MANAGEMENT LLC

OPENAIR FINANCIAL, LLC

GENEOS WEALTH MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY

Samuel James Perry

Michael Charles Perry

CHESTER ANDERSON

THOMAS MARC YOUNG

RYAN YANCY MULLIN

Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX

7TH HARVEST INVESTMENTS · DALLAS, TX

ADVISOR RESOURCE COUNCIL · Dallas, TX

PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX

OPENAIR FINANCIAL, LLC · Dallas, TX

GENEOS WEALTH MANAGEMENT, INC. · Addison, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX

KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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