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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-30 |
Branch Locations
1227 W. Magnolia Ave Suite 250, Fort Worth, TX 76104 • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Lock Financial Services, Inc | Fort Worth | TX | 12/2011 | 09/2019 |
| The Stelworth Group | Fort Worth | TX | 01/2001 | Present |
| Independent (Benefit Options Strategic Solutions) | Fort Worth | TX | 02/2009 | Present |
| Wealth-Lock, Inc | Fort Worth | TX | 08/2011 | Present |
| Wealth Lock Insurance Services Llc | Fort Worth | TX | 04/2018 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 09/2019 | Present |
| Wealthstead Llc | Fort Worth | TX | 11/2012 | Present |
(1) TEXAS LIFE AND HEALTH INSURANCE AGENT, Title: OWNER, Description: INDEPENDENT (BENEFIT OPTIONS STRATEGIC SOLUTIONS) *INSURANCE RELATED, USED WHEN MARKETING TO BUSINESS REGARDING HEALTH, ACCIDENT AND LIFE BENEFITS., Start Date: 02-01-2009, Address: 8424 GLADYS CT, BENBROOK, TX 76116, Investment-related? NO, Hours per month: 10, During trading hours: 0.25 (2) WEALTHSTEAD LLC: , Title: MANAGING MEMBER , Description: BUSINESS/LOAN CONSULTANT , Start Date: 11-01-2012, Address: 8424 GLADYS CT, BENBROOK, TX 76116, Investment-related? NO, Hours per month: LESS THAN 4, During trading hours: 0.25
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-20 |
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