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6160 Warren Pkwy Ste 100, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edwards Financial Strategies | Arlington | TX | 01/2010 | Present |
| Truadvice, Llc | Sarasota | FL | 12/2020 | 12/2023 |
| Bison Advisors | Hartwell | GA | 12/2023 | 09/2025 |
| Surepath Wealth Management, Llc | Frisco | TX | 07/2024 | Present |
01/2010 - Present. Edwards Financial Strategies, 6160 Warren Pkwy Ste 100, Frisco, TX 75034. Owner & Insurance Agent. Sale of insurance products. Not investment related. 40 hours per month spent on this activity, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-11 |
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