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8201 Preston Road Suite 310, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
| AR | RA | APPROVED | 2024-09-25 |
| MI | RA | APPROVED | 2024-09-25 |
Branch Locations
8201 Preston Road Suite 310, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Handy Dandy Homes Llc | Dallas | TX | 01/2013 | 01/2021 |
| Northwestern Mutual | Troy | MI | 01/2021 | 04/2021 |
| Harbor Light Planning | Wixom | MI | 04/2021 | 08/2022 |
| Paradigm Advisors | Dallas | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-01 |
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