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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 |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 04/2014 | 08/2021 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 01/2019 | 08/2021 |
| Cwm, Llc | Colleyville | TX | 08/2021 | 07/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2021 | 06/2022 |
| Kingswood Capital Partners, Llc | Dallas | TX | 01/2019 | 08/2021 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2015 | 12/2018 |
| Raymond James Financial Services, Inc. | Dallas | TX | 01/2015 | 12/2018 |
| Avantax Investment Services Inc. | Dallas | TX | 10/2022 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 10/2022 | 09/2025 |
| Golden Gift Wealth Management Llc | Dallas | TX | 08/2022 | 11/2022 |
| Golden Gift Wealth Management Llc | Dallas | TX | 08/2022 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Dallas | TX | 10/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Dallas | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) GOLDEN GIFT WEALTH MANAGEMENT LLC POSITION: Manager NATURE: Provide advice and financial services, strategies and solutions to individuals, corporations. We provide financial planning, investments, insurance, legacy planning, mediation, and business advisory services. Advice or services are provided on anhourly, by project, monthly, quarterly, subscription service or based on an assets under management basis. The company sells insurance products for asset and income protection. The insurance products include life, disability, long term care, group life, business overhead expense insurance and fixed annuities on a commission basis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/11/2022 ADDRESS: 806 Glen Oaks Blvd, Dallas TX 75232, United States DESCRIPTION: I am involved with managing the day to day operations of the business. This includes providing financial advice and services to clients and prospects, developing marketing and sales strategy for new prospects and clients, insuring the company is fiscally compliant and responsible, identifying potential CPA tax advisor partnerships for tax planning, and speaking on basic financial literacy topics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-31 |
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