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1225 Huffman Mill Rd Suite 203, Burlington, NC 27215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-09 |
Branch Locations
1225 Huffman Mill Rd Suite 203, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2016 | 05/2017 |
| Fourpark Management Llc | Dallas | TX | 05/2017 | 08/2019 |
| Ovington Advisors | Dallas | TX | 02/2018 | 06/2023 |
| Commerce Street Capital, Llc | Dallas | TX | 04/2019 | 01/2020 |
| White Rock Advisors Llc | Dallas | TX | 03/2020 | 01/2021 |
| Provident Wealth Management, Inc. | Burlington | NC | 01/2024 | Present |
| White Rock Associates Llc | Dallas | TX | 05/2020 | 01/2021 |
| Strategic Financial Concepts, Llc | San Antonio | TX | 06/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-11 |
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