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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-25 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Plano | TX | 07/2011 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Rbc Capital Markets, Llc. | Frisco | TX | 05/2018 | 07/2019 |
| City National Bank | Frisco | TX | 06/2018 | 07/2019 |
| Worth Asset Management | Dallas | TX | 02/2020 | Present |
| Unemployed | Plano | TX | 07/2019 | 02/2020 |
| Worth Financial Group, Inc. | Dallas | TX | 03/2020 | Present |
Worth Asset Management Investment Advisor 90% of time, during trading hours base salary, plus fees earned BETH ANN JOHNSON - INDEPENDENT INSURANCE AGENT INVESTMENT RELATED 6524 MYRTLE BEACH DR PLANO TX 75093 MARKETING AND SALES OF TRADITIONAL AND VARIABLE INSURANCE AND ANNUITIES TITLE: INDEPENDENT AGENT START DATE:2008 2 hours/month Marketing & Sales of traditional insurance products Johnson Rental Properties Non-Investment related 6524 Myrtle Beach Dr Plano TX 75093 Residential, Condo & Town Home rental Position: Joint Owner Start Date: April 2014 1 hour/month Duties: Manage properties Tidwell Family LLC Non-Investment Related 516 CR 21 Lamesa TX 79331 Pipeline Space Trading Financial Partner Start Date: February 1, 2020 1 hour/month No duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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