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6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-06 |
Branch Locations
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Johnson Capital Mgmt. | Fort Worth | TX | 07/2000 | Present |
| Independent Insurance Agent | Ft Worth | TX | 02/2006 | Present |
| Triad Advisors, Inc | Norcross | GA | 09/2009 | 03/2023 |
1. OverRidge Wealth Advisors; investment related;6300 Ridglea Place, Suite 1020,Fort Worth, TX 76116;RIA;COO/CCO;3/1/2018;160 hrs/month;6.5 hrs during trading; oversee the day to day operations, in charge of Human Resource for the firm, also the Chief Compliance Officer and bill advisory fees for our firm. 2.Various insurance providers; INVESTMENT RELATED; 6300 RIDGLEA PLACE STE 1020 FORT WORTH TX 76116; FIXED ANNUITIES/LIFE INSURANCE; 7.19.2000; 160HRS/MO; 8HRS/DAY; TRADING, CLIENT REVIEWS; 3.Travis Avenue Baptist Church; not investment related;800 W Berry Street, Fort Worth,TX 76110;church;elder;2/17/2019;2 hrs/month; responsible for the overall vision and direction of the church, make recommendations on the financial budget of the church as well
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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