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121 Countryside Court Suite 140, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
121 Countryside Court Suite 140, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Team Financial Strategies | Abilene | TX | 05/2010 | 09/2025 |
| Trinity Portfolio Advisors | Southlake | TX | 12/2025 | Present |
50% owner of Hayion Holdings LLC. Non-Investment related. Granbury, Texas 76049. Only asset in this entity is the current building located at 3211 and 3209 Fall Creek Hwy Granbury, Texas 76049. less than 1 hour a month during non-securities trading hours DBA:Charis Multi-Family Office LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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