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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| CA | RA | APPROVED | 2025-09-12 |
Branch Locations
7700 Irvine Center Dr Suite 800, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Irvine | CA | 10/2009 | 09/2025 |
| Prospera Financial Services Inc. | Dallas | TX | 09/2025 | Present |
Institutional Wealth Consultants; Investment Related - No; 8063 Portico Terrace, Orange CA 92867; Holding Company; Owner; 11/2009; 5 Hours Per Month; 0 During Market Hours; Prepare monthly income and expense reports for CPA. San Diego Oasis; Investment Related - No; 2614 Ocean Front Walk, San Diego, CA 92007; Rental Property; Owner; 11/2021; 10 Hours Per Month; 0 During Market Hours; Manage Property Impact Wealth Management; Investment Related - Yes; 8063 E Portico Terrace, Orange, CA 92867; DBA; Advisor; Managing Director; 09/2025; 160 Hours Per Month; 160 During Trading Hours; DBA of my financial advisory practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-04 |
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