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280 Miron Drive, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-22 |
Branch Locations
17000 Dallas Parkway Suite 102, Dallas, TX 75248 • United States
280 Miron Drive, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Point Wealth Management, Llc | Rockwall | TX | 05/2016 | 03/2019 |
| Openair Advisory, Llc | Southlake | TX | 01/2019 | Present |
| Openair Financial, Llc | Southlake | TX | 03/2019 | Present |
| Openair Financial, Llc | Southlake | TX | 01/2019 | Present |
OPENAIR ADVISORY, LLC; INVESTMENT RELATED; SOUTHLAKE,TX; INSURANCE; OWNER/INSURANCE AGENT; 01/2019; APPROXIMATELY 16 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-17 |
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