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Southlake, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2008 | 02/2018 |
| Unemployed | Fort Worth | TX | 02/2018 | 08/2018 |
| Eagle Strategies Llc/Nylife Securities Llc | Fort Worth | TX | 08/2018 | Present |
| Therawealth, Llc | Fort Worth | TX | 10/2025 | Present |
| Strategic Advisers, Inc. | Westlake | TX | 10/2012 | 02/2018 |
-Independent licensed insurance agent; non registered insurance products.; 1560 E Southlake Blvd. Suite 100 Southlake, TX 76092; Start Date 11/2021; Role/Title: Insurance Agent; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-01 |
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