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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
8851 Camp Bowie West Blvd Suite 115, Fort Worth, TX 76116 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Fort Worth | TX | 11/1996 | 05/2018 |
| Pfs Investments Inc | Fort Worth | TX | 01/1997 | 05/2018 |
| Lpl Financial, Llc | Fort Worth | TX | 06/2018 | 09/2024 |
| Intrua Financial Llc. | Houston | TX | 10/2022 | 09/2024 |
| Momentum Independent Network Inc. | Fort Worth | TX | 09/2024 | Present |
1] Solex Global, Non-Investment Related, Orem, UT, Private Company, Wellness Company, customer and referral partnership, 3/1/2025, 0 hrs/mo non-business, 0 hrs/mo trading hrs. 2} Counter; Non-Investment related, 1745 Berkeley St Studio 2 Santa Monica CA 90404, Health/Beauty Product Sales, Brand Partner, 6/25/2025, 1 hr/mo non-business, 0 hrs/mo trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-23 |
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