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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-31 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States
Fairview, TX • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-31 |
Branch Locations
6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Overland Park | KS | 07/2009 | 10/2016 |
| Voya Financial Advisors, Inc. | Phoenix | AZ | 10/2016 | 12/2017 |
| Lincoln Investment | Fort Washington | PA | 01/2018 | Present |
| Capital Analysts | Irving | TX | 01/2018 | Present |
RED RIVER WEALTH ADVISORS POSITION: I am the founding partner of Red River Wealth Advisors. NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2020 ADDRESS: 6136 Frisco Square Blvd, Suite 400, Frisco TX 75034, United States DESCRIPTION: Working with clients and helping them with their financial needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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