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Derek B Soliz

Fulcrum Wealth Management

Plano, TX

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Current Employers
Fulcrum Wealth Management

5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-07-02
  • TX RA
    APPROVED
    Since 2015-07-02

Branch Locations

5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fulcrum Equity Management, Llc Plano TX 07/2015 Present
Fulcrumio Plano TX 03/2016 12/2019
  • 07/2015 → Present
    Fulcrum Equity Management, Llc
    Plano, TX
  • 03/2016 → 12/2019
    Fulcrumio
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-18
S63 Uniform Securities Agent State Law Examination 2008-05-15
  • S66 Uniform Combined State Law Examination
    2011-11-18
  • S63 Uniform Securities Agent State Law Examination
    2008-05-15
Other Names
  • Derek Soliz
  • Derek Soliz
  • Derek Blake Soliz
  • Derek Soliz
  • Derek Blake Soliz

View on SEC IAPD

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