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305B W Spring Creek Parkway Suite 400, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-30 |
Branch Locations
305B W Spring Creek Parkway Suite 400, Plano, TX 75023 • United States
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 |
|---|---|---|---|---|
| Wealthstar Advisors, Llc | Plano | TX | 01/2013 | Present |
| Indepedent Financial Partners | Plano | TX | 08/2012 | Present |
1) CHASE OAKS, LLC, 305B W SPRING CREEK PARKWAY, PLANO, TX 75023; FOR PROFIT ENTITY; COMPENSATED - SCHEDULE K1; YES - SELF EMPLOYMENT ARRANGEMENT; OWNERSHIP - 50%; NOT HIRED AS AN EMPLOYEE; SCOPE OF RELATIONSHIP TO BUSINESS - HALF OWNER OF PASS THROUGH LLC THAT OWNS OUR OFFICE BUILDING; NOT RAISING CAPITAL; NATURE OF BUSINESS - LLC OWNS BUILDING WE USE TO OPERATE BUSINESS AND LEASES TO THREE OTHER TENANTS; POSITION/TITLE - 1/2 OWNER/OWNER; NOT INVESTMENT RELATED ACTIVITY; START DATE JULY 2008; HOURS DEVOTED PER WEEK 0; YES HAS ACCESS TO COMPANY MONEY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-16 |
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