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Allen, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor-Friendly Insurance | Dallas | TX | 04/2016 | Present |
| Smallwillow, Llc | Dallas | TX | 06/2016 | Present |
| Wisniewski Wealth Management | Dallas | TX | 06/2018 | Present |
| The Wealth Observatory | Highland Village | TX | 09/2019 | Present |
Name: The Wealth Observatory Investment-related: Yes Address: 34 Horseshoe Drive, Highland Village, TX 75077 Nature: Financial planning Position: Owner Title: Wealth Manager Start: 09/2019 Hours per month: 8 hours Hours during securities trading hours: 0 hours Duties: Help clients with their finances by creating a plan, managing or advising on their investments, and filing taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-04 |
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