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5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
5700 Granite Parkway Suite 330, Plano, TX 75024 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Plano | TX | 06/2008 | 10/2016 |
| Tyche Wealth Partners Llc Dba Astra Wealth Management Group | Plano | TX | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 10/2016 | 04/2026 |
1) Licensed insurance agent; Not investment-related; Plano, TX. 75024; Insurance sales; Implementation of insurance recommendations; 0 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-01 |
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