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713 Main Street, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-09 |
| AZ | RA | APPROVED | 2021-05-28 |
| TX | RA | APPROVED_RES | 2021-04-28 |
Branch Locations
4742 N 24Th Street Suite 300, Phoenix, AZ 85016 • United States
713 Main Street, Coppell, TX 75019 • 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 |
|---|---|---|---|---|
| Foreside Financial Services, Llc | San Jose | CA | 10/2018 | 04/2021 |
| Buckingham Strategic Partners, Llc | Clayton | MO | 01/2019 | 04/2021 |
| Lwi Financial Inc. | Phoenix | AZ | 11/2009 | 01/2019 |
| Loring Ward Securities Inc. | Phoenix | AZ | 10/2009 | 10/2018 |
| Collective Wealth Advisors Llc | Coppell | TX | 04/2021 | Present |
| Collective Wealth Advisors Llc | Coppell | TX | 02/2019 | Present |
| Buckingham Strategic Partners, Llc | Clayton | MO | 01/2019 | 04/2021 |
| Palo Verde View Llc | Phoenix | AZ | 11/2017 | Present |
| 30A Coastal Llc | Phoenix | AZ | 03/2023 | 04/2024 |
(1)PALO VERDE VIEW LLC; NOT INVESTMENT RELATED; PHOENIX, AZ; OWNER; 11/2017; LESS THAN 1%/ MO; RENTAL OPPORTUNITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-27 |
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