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1617 Park Place Ave. Suite 110, Fort Worth, TX 76110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-10-13 |
Branch Locations
1617 Park Place Ave. Suite 110, Fort Worth, TX 76110 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Hollywood | CA | 12/2011 | 01/2017 |
| Securitites America, Inc. | Hollywood | CA | 01/2017 | 10/2021 |
| Securities America Advisors | Hollywood | CA | 01/2017 | 10/2021 |
| Rio Oaks Llc Dba Helm Investments | Fort Worth | TX | 10/2021 | Present |
INSURANCE SALES INVESTMENT RELATED: Yes ADDRESS: 6735 Forest Lawn Dr, Hollywood CA 90068 NATURE: Insurance Sales POSITION: independently licensed insurance agent START DATE: 04/03/2008 NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 DESCRIPTION: Life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-07 |
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