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201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 01/2015 | 10/2019 |
| Bank Of America, N.A. | Southlake | TX | 03/2015 | 10/2019 |
| Lpl Financial, Llc | Weatherford | TX | 11/2019 | 12/2024 |
| Garrett Wealth Advisory Group Llc | Weatherford | TX | 10/2019 | Present |
| Bentoak Capital | Weatherford | TX | 01/2020 | Present |
| Snow Garrett Wealth Mgmt | Weatherford | TX | 10/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-12 |
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