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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Arlington | TX | 05/2014 | 04/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | 11/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | 11/2024 |
| Assetfusion, Llc | San Antonio | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-27 |
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