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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| CA | RA | APPROVED | 2022-05-11 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
5401 Business Park South, Suite 208, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bakersfield | CA | 06/2009 | 02/2021 |
| One Seven Dba Lattice Wealth Management | Beachwood | OH | 02/2021 | 04/2022 |
| Fortune Financial Services | Monaca | PA | 06/2021 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 04/2022 | Present |
| Lattice Wealth Management Inc | San Jose | CA | 04/2022 | Present |
02/2003 Independent Licensed Insurance Agent; Investment Related; Bakersfield, CA; Accident & Health, Life Only, Variable
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-17 |
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