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10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-04 |
Branch Locations
10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Dallas | TX | 05/2010 | 09/2017 |
| Aperion Ria, Llc | Dallas | TX | 08/2017 | Present |
1) L&H CPA's and Advisors; INVESTMENT-RELATED; 10000 N. CENTRAL EXPWY, SUITE 710, DALLAS, TX 75231; ACCOUNTING OR TAX PREPARATION; PROPRIETOR/ OWNER; 8/1/2016; 15 HRS/MNTH; 15 HRS/ TRDING HRS 2) Kyle Walters may recommend insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Clients. The sale of these products accounts for approximately 10% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-08 |
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