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Grand Prairie, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
| FL | RA | APPROVED | 2025-01-22 |
| NV | RA | APPROVED | 2025-01-22 |
| LA | RA | APPROVED | 2023-05-22 |
| GA | RA | APPROVED | 2022-10-19 |
| NY | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2017-02-11 |
Branch Locations
Grand Prairie, TX • United States
610 Uptown Blvd Suite 2000, Cedar Hill, TX 75104 • 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 |
|---|---|---|---|---|
| Luminous 8 Wealth Management, Llc | Westlake Village | CA | 10/2015 | 12/2016 |
| Money Script Wealth Management, Llc | Long Beach | CA | 10/2016 | Present |
| Harrison Financial Services, Llc | Long Beach | CA | 01/2016 | 11/2019 |
Licensed Insurance Agent Title- Agent Date affiliated - July 2015 - present Address - Same as MSWM address Provide options for clients for life, disability and long term care insurance and fixed annuities Fixed Annuity and Index/Whole Life Insurance are investment related. Hours dedicated - 40 hours per month Number of hours during securities trading hours - 20 A-Yo Production (Sole Proprietorship) Owner Began May 1995 Address - 2071 Raymond Ave, Signal Hill, CA 90755 Photographer Provide photography services for clients Not investment related 5 hours per month 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
| S66 | Uniform Combined State Law Examination | 2001-08-24 |
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