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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Business Services Inc | Deland | FL | 02/2010 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2014 | Present |
| College Funding | 32720 | FL | 11/2015 | Present |
| Precision Capital Management | Coppell | TX | 05/2016 | Present |
| Fusion Capital Management | Dallas | TX | 09/2019 | Present |
The Name of the other business: OXFORD BUSINESS SERVICES INC Investment Related?:INVESTMENT RELATED Address of other business: 101 N. WOODLAND BLVD DELAND FL. 32720 Nature of other business: INSURANCE BUSINESS Your position: I AM AN AGENT Start Date: START DATE 02/2010 How many hours you devote to the other business per month: 80 HRS How many hours you devote to the other business during securities trading hours: 40HRS Briefly describe your duties: MEET WITH CLIENTS AND CASE DESIGN. The Name of the other business: TAXPLANNERS USA, LLC Investment Related?: NON- INVESTMENT RELATED Address of other business: 101 N WOODLAND BLVD STE A308 DELAND FL 32720 Nature of other business: TAX PREPARATION, Your position: OWNER Start Date: JUNE 2013 How many hours you devote to the other business per month: 12/WEEK, How many hours you devote to the other business during securities trading hours: 6 Briefly describe your duties: PREPARE TAX RETURNS The Name of the other business: COLLEGE FUNDING Investment Related?: NON - INVESTMENT RELATED Address of other business: 1742 S. WOODLAND BLVD #192 Nature of other business: COLLEGE CONSULTING Your position: LEAD CONSULTANT Start Date: 11/01/2015 How many hours you devote to the other business per month: 30 HOURS PER MONTH How many hours you devote to the other business during securities trading hours: 5 hours Briefly describe your duties: I CONSULT WITH CLIENTS ABOUT COLLEGE PLANNING FOR THEIR KIDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
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