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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-23 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
226 S. Beverly Dr. Suite 200, Beverly Hills, CA 90212 • 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 |
|---|---|---|---|---|
| Searchlight Financial Advisors | Beverly Hills | CA | 03/2012 | 01/2020 |
| Searchlight Investments, Llc | Beverly Hills | CA | 01/2015 | 03/2021 |
| Beverly Drive Financial & Insurance Solutions | Beverly Hills | CA | 01/2020 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 02/2022 | 09/2022 |
| Coppell Advisory Solutions | Coppell | TX | 09/2022 | Present |
1. BEVERLY DRIVE FINANCIAL & INSURANCE SOLUTIONS: INSURANCE AGENT- LIFE INSURANCE AND ANNUITIES, BEVERLY HILLS, CA, 01/2020, INVESTMENT RELATED, 90HRS/MO, 50 HRS/MO DURING TRADING HOURS 2. TORRANCE ADULT SCHOOL & SANTA MONICA COMMUNITY COLLEGE: TEACH BASIC FINANCE, COMPENSATION LESS THAN $500 per YEAR, 2008 & 2013, 5HRS/MO, 2 HRS/MO DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-11 |
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