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4701 W. Lovers Lane, Dallas, TX 75209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcelhenny Sheffield Capital Management, Llc | Dallas | TX | 03/2015 | 05/2018 |
| Beacon Pointe Wealth Advisors, Llc | Plano | TX | 05/2018 | 01/2019 |
| Beacon Pointe Advisors, Llc | Plano | TX | 05/2018 | 01/2019 |
| Beacon Pointe Insurance Services, Llc | Plano | TX | 05/2018 | 01/2019 |
| Fisher Investments | Plano | TX | 01/2022 | 08/2022 |
| Polaris Wealth Advisory Group | Dallas | TX | 01/2019 | 12/2021 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 09/2022 | 03/2023 |
| Unemployed | Dallas | TX | 03/2023 | 04/2023 |
| Worth Asset Management | Dallas | TX | 04/2023 | 08/2024 |
| Monumental, Llc | Austin | TX | 04/2023 | 09/2024 |
| Mcelhenny Sheffield Capital Management, Llc | Dallas | TX | 08/2024 | Present |
Engaged as a self-employed, independent medicare insurance agent since September 2024 from personal residence in Plano, Texas. The work done is not investment-related. Approximately 60-80 hours per month will be devoted to this work with approximately 16-20 of those hours per month occurring during securities trading hours. Responsibilities include advising on and offering Medicare insurance plan options.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-03 |
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