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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-12 |
| CO | RA | APPROVED | 2024-01-11 |
| KS | RA | APPROVED | 2024-01-11 |
| CA | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
Branch Locations
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 09/2013 | 06/2022 |
| Fuse Partners, Llc Dba Visionpoint Advisor Group | Dallas | TX | 10/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | Present |
| Lion Street Financial | Austin | TX | 11/2024 | Present |
| Integrity Alliance, Llc. | Dallas | TX | 11/2025 | Present |
1.BALEFIRE LLC RIA POSITION: Owner NATURE: Balefire RIA is used for all of our corporate 401(k) plan advisory services as well as my private wealth advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2025 ADDRESS: 14221 Dallas Parkway Suite 100, Dallas TX 75254, United States DESCRIPTION: Provide advisory services for qualified 401(k) and non-qualified deferred compensation plans. Also I provide investment management for private wealth advisory accounts. 2.LION STREET. Investment related. Located at 14221 Dallas Parkway, Dallas TX 75254. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 11/2021. 10 hours per month, all during trading hours. Duties - sales of Fixed/ Traditional insurance products. 3.BALEFIRE LLC INSURANCE SERVICES POSITION: Owner NATURE: We provide fixed insurance and non-securities insurance planning for private wealth clients INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2025 ADDRESS: 14221 Dallas Parkway Suite 100, Dallas TX 75254, United States DESCRIPTION: Provide life/LTC/DI insurance planning for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-26 |
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