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Current Employers
Nfwm

8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-02
WA RA APPROVED 2024-10-02
  • TX RA
    APPROVED
    Since 2024-10-02
  • WA RA
    APPROVED
    Since 2024-10-02

Branch Locations

8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States

Pomona Wealth Management, Llc

Richland, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-18
  • TX RA
    APPROVED
    Since 2024-04-18

Branch Locations

8105 Rasor Blvd Box #87, Plano, TX 75024 • United States

Richland, WA • United States

Sk Advisor Network, Llc

8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-20
  • TX RA
    APPROVED
    Since 2021-12-20

Branch Locations

8105 Rasor Blvd. Box #87, 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
Beaird Harris Wealth Management, Inc. Dallas TX 05/2012 12/2021
Sk Advisor Network, Llc Plano TX 12/2021 Present
No Fate Bwwm, Llc Plano TX 12/2021 09/2024
Pomona Wealth Management, Llc Plano TX 04/2024 Present
No Fate Bwwm, Llc Plano TX 09/2024 Present
  • 05/2012 → 12/2021
    Beaird Harris Wealth Management, Inc.
    Dallas, TX
  • 12/2021 → Present
    Plano, TX
  • 12/2021 → 09/2024
    No Fate Bwwm, Llc
    Plano, TX
  • 04/2024 → Present
    Plano, TX
  • 09/2024 → Present
    No Fate Bwwm, Llc
    Plano, TX
Previous Registrations
Other Businesses

John is an authorized agent and has Power of Attorney for Mountain Point, LLC. Less than 1% of the advisor's time is spent in this role. sK Advisor Network, LLC, Investment Related, Same Address, Managing Member & CCO, Start Date 12/2021, 5 to 10 hours a month during market hours. sK is an SEC registered IA that is a collective of multiple smaller RIAs that together can achieve greater industry scale and shared services. sK Advisor Network provides fee-only asset management and financial services through consultations and also furnishes advice to clients on matters not involving securities. sK Consulting, Not Investment Related, Same Address, Consulting Firm, Founding Partner, Start date: 11/2021 , 5-10 hours per month with 0-5 during trading hours. Duties include RIA & Advisor Coaching through calls, video conferencing, and in-person meetings with the use of Foresight framework to help advisors think differently about tomorrow, so they can act smarter today. Project Mayhem, Not Investment Related, Address: 4500 Salerno Circle, Plano, TX 75093, Philanthropic and Consultative Business, Founding Partner, Start date: 01/2020, 10 hours per month, 0 hours during trading hours. Duties include helping juvenile and young adult grappling athletes make the most of their time in the sport.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-30
  • S66 Uniform Combined State Law Examination
    2000-03-30
Designations

View on SEC IAPD

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