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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-18 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 10/2015 | 08/2018 |
| Fuller Wealth Management, Llc | Dallas | TX | 08/2018 | 03/2022 |
| Sanders Morris Harris Llc | Dallas | TX | 07/2020 | 06/2026 |
| Org Partners Asset Management | Dallas | TX | 12/2024 | Present |
| Org Partners | Dallas | TX | 03/2022 | Present |
| Org Wealth Partner's | Dallas | TX | 01/2025 | Present |
| Ascentis Asset Management | Dallas | TX | 10/2025 | Present |
| Peak Brokerage Services | Jupiter | FL | 06/2026 | Present |
1. LICENSED INSURANCE AGENT ADDRESS: DALLAS, TX NATURE OF THE BUSINESS: INSURANCE SALES POSITION/TITLE: BUSINESS OWNER INVESTMENT RELATED: YES START DATE: MARCH 2017 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0.5 HOURS HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0.5 HOURS DESCRIPTION OF DUTIES: SELL INSURANCE PRODUCTS 2.Ascentis Wealth - Registered Investment Advisor. 20 hours per month spent on this with 3 hours during trading hours. 3- Ascentis Asset Management- Registered Investment Advisor. 6 hours per month spent on this with 1 hour spent during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-12 |
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