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8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-25 |
Branch Locations
8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Dallas | TX | 05/2003 | 04/2017 |
| Lincoln Financial Advisors | Dallas | TX | 05/2003 | 04/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2017 | 12/2024 |
| Strata Wealth Advisors, Llc | Dallas | TX | 04/2017 | Present |
1. INSIGHT FLOORING TECHNOLOGIES, LLC., START DATE: 12/14, 940 FORESTGROVE DRIVE, DALLAS TX 75218, TECHNOLOGY BUSINESS/SECRETARY, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. EDUCATION WITHOUT BORDERS, CORPORATION, START DATE: 11/07, DALLAS, TX, CHARITY, PRESIDENT, REVIEW PROJECTS THAT HELP UNDER PRIVILAGED KIDS AND ADULTS ATTAIN EDUCATION, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 06/2003, 8750 NORTH CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX 75231, INSURANCE AGENCY/AGENT OF FIXED INSURANCE, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, < 1 HOUR PER DAY DURING TRADING HOURS. 4. KRP HOLDINGS, LLC, START DATE: 02/13/17, DALLAS, TX, HOLDING COMPANY, MANAGING SOLE MEMBER NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 5. LIMESTONE GETAWAY, LLC; NOT INVESTMENT-RELATED; DALLAS, TX; PROPERTY; MANAGER; STARTED 07/2025; LESS THAN ONE HOUR PER MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS; PROPERTY MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-07 |
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