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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Castleview Partners, Llc | Dallas | TX | 10/2015 | Present |
| Castleview Advanced Planning | Addison | TX | 11/2015 | Present |
| Org Partners | Ft. Wayne | IN | 03/2021 | Present |
| Org Wealth Partners | Dallas | TX | 07/2024 | Present |
1. Castleview Partners, LLC: Investment related, 8111 Preston Rd, Suite 500, Dallas, TX 75225, RIA- Fee based asset management, Position: IAR, Start Date: 09/2015, 200 hours devoted a month, 8 hours devoted during securities trading hours, Duties: Asset Management business. 2. Insurance Agent out of the Dallas Tx address. Start Date: 09/2015, 200 hours devoted a month, 8 hours devoted during securities trading hours, 3. ORG Partners, President, Investment Related; 13548 Zubrick Rd, Roanoke, IN 46783; 3/2021 ; 8 hours per month with 2 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-12 |
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