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5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-15 |
Branch Locations
5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plano | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | 10/2020 |
| Wells Fargo Advisors Financial Network, Llc | Plano | TX | 10/2020 | 05/2023 |
| Tyche Wealth Partners Llc Dba Astra Wealth Management Group | Plano | TX | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Plano | TX | 05/2023 | Present |
ZURLIS WEALTH MANAGEMENT, LLC, INVT RELATED, PLANO, TX, 100% OWNERSHIP, START DATE 10/2/2020, 120 HRS PER MONTH, 120 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR ZURLIS WEALTH MANAGEMENT LLC 401K, INV RELATED, FRISCO, TX, START: 11/15/2021, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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