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7616 Lbj Fwy Ste 724, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 12/2012 | Present |
| Dallas Financial Advisors | Dallas | TX | 10/2023 | Present |
(1) 12/05/2012 - Camcon Medical Inc. - Business Owner - President - Not Investment Related (2) 08/02/2017 - Dallas Financial Advisors - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - started 07/31/2017 - 160 Hours per month/8 hours during trading. (3) 03/16/2018 - O.W.L. (O'Reilly Winship Limited) - Outside/W-2 Employment - Manager - Not Investment Related - At reported business location(s) - Start Date 03/12/2018 - 20 Hours Per Month/ 1 Hour During Trading (4) 03/16/2018 - O'Reilly Winship LLC - Outside/W-2 Employment - Manager - Not Investment Related - At reported business location(s) - Start Date 03/12/2018 - 20 Hours Per Month/ 1 Hour During Trading (5) 06/04/2018 - Owl Power Solutions - Business Owner - Managing Member - Not Investment Related - At reported business location(s) - Start Date 05/28/2018 - 10 Hours Per Month/ 1 Hour During Trading (6) 11/01/2023 - Dallas Financial Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/09/2013 - 40 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Dallas Financial Advisors, an independent investment advisor firm. I started this business activity in 11/1/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-08 |
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