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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chalice Capital Partners, Llc | San Diego | CA | 08/2018 | 10/2019 |
| Chalice Wealth Advisors | San Diego | CA | 08/2018 | 10/2019 |
| Mission Financial Consulting | Roanoke | TX | 08/2016 | 08/2018 |
| Unemployed | Roanoke | TX | 11/2019 | 12/2019 |
| Independent Financial Group, Llc | Roanoke | TX | 09/2021 | 03/2023 |
| Wfp Tax Partners, Llc | Roanoke | TX | 09/2021 | Present |
| Private Client Group Wfp Llc Dba Wealth Financial Partners | Roanoke | TX | 09/2021 | Present |
| Avantax Investment Services Inc. | Roanoke | TX | 03/2023 | 09/2025 |
| Avantax Advisory Services | Roanoke | TX | 03/2023 | 09/2025 |
| Color Street Llc Dba Nailed It By Ashley | Roanoke | TX | 01/2020 | Present |
| Real Estate Agent | Dallas | TX | 07/2025 | Present |
| Cetera Wealth Services, Llc | Roanoke | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Regen Bioscience | Oceanside | CA | 09/2025 | Present |
1) WFP TAX PARTNERS LLC POSITION: Director of Client Development NATURE: Tax Consulting, Tax Preparation, retirement planning, cash flow planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/30/2021 ADDRESS: 1047 Glen Garden Dr, Roanoke TX 76262, United States DESCRIPTION: New Client ProspectingAdministrative dutiesConfirming appointmentsScheduling AppointmentsWarm Prospect Calls 2) COLOR STREET LLC DBA NAILED IT BY ASHLEY POSITION: Independent Contractor NATURE: Color Street is a manufacturer of beauty products including nail polish, nailcare and lip products. Products are distributed through independent contractors that earn commissions on sales. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1047 glen garden dr, roanoke TX 76262, United States DESCRIPTION: advertise on business Facebook pagecreate an interactive and fun environment online for potential customersshare pictures of products with customershost online sales parties through my Facebook pagerecruit new sales reps 3) PRIVATE CLIENT GROUP WFP LLC. DBA WEALTH FINANCIAL PARTNERS POSITION: Director of client development NATURE: this entity offers financial planning, retirement planning, risk analysis, tax planning and legacy planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/30/2021 ADDRESS: 1047 Glen Garden Dr, Roanoke TX 76262, United States DESCRIPTION: Assist in financial planning, help maintain existing client relationships, proactively prospect for new clients, administrative task such as appointment confirms, practice management activities to streamline what we offer clients. 4) REAL ESTATE AGENT POSITION: Agent NATURE: I currently hold a Texas Real Estate Agent license and have affiliated with a Real Estate Broker to buy and sell real estate for myself and on behalf of consumers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 15 START DATE: 07/15/2025 ADDRESS: Real Broker, LLC, 2626 Cole Avenue Suite 300, Dallas TX 75204, United States DESCRIPTION: Maintain an active real estate license in the state of Texas Maintain an active status with National Association of Realtors and MLS Market my services to potential buyers and sellers of real estate Represent buyers and sellers in real estate transactions Potentially transact business for myself in the acquisition and disposition of investment real estate properties 5) Regen Bioscience; VP of Regenerative Solutions; Regen Bioscience sells and distributes regenerative therapies to patients and medical facilities directed by Medical Doctors. As a sales representative, my job is to educate doctors and patients on the uses of regenerative medicine and increase sales of the product lineup. Regenerative medicines are specialized cells that have the ability to differentiate into various cell types. When administered to damaged tissues, regenerative medicine can help promote healing and regeneration.; NIR; 1; 5; 09/15/2025; 1707 Valley Oak Way Oceanside CA 92056; Support Regen Bioscience sales representatives by attending seminars and helping to educate patients about regenerative medicine. Increase sales of products by targeting medspas, iv clinics, orthopedics, etc to open new wholesale accounts. Organize group events for consumers to try Regen products. Maintain a pipeline of sales opportunities to continually tap into and generate more sales. Act as subject matter expert as new sales reps join the firm's distribution channels.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
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