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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-05 |
| NC | RA | APPROVED | 2023-07-14 |
| FL | RA | APPROVED | 2022-08-22 |
Branch Locations
16 Biltmore Ave Suite 300, Asheville, NC 28801 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed - Physical Therapy | Argyle | TX | 11/2015 | 01/2021 |
| Burlington Alliance Capital Management, Llc | Burlington | NC | 07/2022 | 08/2023 |
| Direct Solar Of America | Argyle | TX | 09/2019 | 10/2020 |
| Premier Futureguard | Argyle | TX | 11/2020 | Present |
| Integrity Advisory Solutions | Burlington | NC | 09/2023 | Present |
1. Premier FutureGuard, LLC; Not investment-related; 3001 North Rocky Point Drive East, Suite 200, Tampa, FL 33607; Fixed Insurance; Managing Member; 03/22/2022; 80 hours per month; 4 hours during security hours; Help customers with life insurance and annuities. 2. Integrated Trust Systems; not investment-related; 7373 East Double Tree Ranch Rd, Scottsdale, AZ 85258; Marketing referrals to Integrated Trust Systems; Representative; 7/28/2025; 10 hours per month; 8 hours during securities trading hours; Hold seminars to introduce people to Integrated Trust Systems 3. MEDIATOR DEBT SOLUTIONS POSITION: Just provide referrals NATURE: Provide referrals to Mediator Debt Solutions to assist the customer with a debt settlement program. I would receive a 2% commission on the amount that is settled. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/26/2026 ADDRESS: 23945 Calabasas Road Unit 114, Calabasas CA 91302, United States DESCRIPTION: Make referrals to Mediator Debt Solutions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-19 |
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