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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2021-02-05 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mmwkm Advisors, Llc | Plano | TX | 01/2016 | 02/2021 |
| Worth Asset Management | Dallas | TX | 02/2021 | Present |
Independent Insurance Agent Non-Investment related 2340 Stallion St Carrollton TX 75010 Start Date: August 2007 20 hours/month Marketing and sales of traditional insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-04 |
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