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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
| FL | RA | APPROVED | 2025-01-27 |
| MN | RA | APPROVED | 2025-01-27 |
| ND | RA | APPROVED | 2025-01-27 |
| AZ | RA | APPROVED | 2024-02-01 |
| IL | RA | APPROVED | 2024-01-18 |
| KS | RA | APPROVED | 2024-01-18 |
| IA | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 09/2013 | 05/2022 |
| Fuse Partners Llc Dba Visionpoint Advisory Group | Dallas | TX | 08/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | Present |
| Lion Street Financial | Austin | TX | 03/2025 | Present |
| Integrity Alliance, Llc. | Dallas | TX | 11/2025 | Present |
1) Fuse Partners, LLC DBA VisionPoint Advisor Group. Investment related. At registered location. Nature - RIA. Position - VP of Retirement Solutions. Start - 08/2013. 160 hours per month, all during trading hours. Duties - Consulting clients on retirement plans. 2) BALEFIRE POSITION: Owner NATURE: This is the new RIA name that rolls up under Fuse Partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 14221 Dallas Parkway, Suite 100, Dallas TX 75254, United States DESCRIPTION: This is my full-time job, and it is a part of Fuse Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
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