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1308 Nw John Jones Dr, Burleson, TX 76028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2022-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2013 | 04/2022 |
| Chisholm Wealth Management Llc | Crowley | TX | 04/2022 | Present |
| Advisor Resource Council | Dallas | TX | 09/2022 | 04/2024 |
Chisholm Wealth Management; Investment Related; 724 Lake View Dr., Crowley, TX 76036; Advisory Firm; Owner and Chief Compliance Officer; 4/2022; 160 hrs; 160 hrs;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-28 |
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