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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Life Financial Planning, Llc | Dallas | TX | 04/2015 | Present |
| Lion Street Advisors | Dallas | TX | 07/2022 | Present |
| Csenge Advisory Group | Dallas | TX | 09/2022 | Present |
| Lion Street Financial, Llc | Austin | TX | 01/2023 | Present |
True Life Financial Planning, investment related, 6936 Gaston Avenue, Dallas, TX 75214, Registered Investment Advisory Firm, Owner, May 2021, 150hrs.month, Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-20 |
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