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8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
| WA | RA | APPROVED | 2024-10-02 |
Branch Locations
Richland, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
8105 Rasor Blvd Box #87, Plano, TX 75024 • United States
Richland, WA • United States
8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-30 |
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