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Allen, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc. | Dallas | TX | 08/2012 | 07/2017 |
| National Securities Corporation | Dallas | TX | 07/2017 | 11/2018 |
| National Asset Management | Dallas | TX | 01/2018 | 12/2018 |
| Atlas Wealth Advisors Llc | Dallas | TX | 12/2018 | 04/2025 |
| Apeiron Planning Partners | Dallas | TX | 12/2018 | 04/2025 |
| Steadtrust, Llc | Allen | TX | 04/2025 | Present |
1) Caddie Collaborative Divorce; Investment related: No; 6670 Yosemite Lane Dallas Texas 75214; Divorce consulting services: a. Identifying their goals, interests and concerns; b. Gathering and organizing financial information; c. Preparing an inventory of assets and liabilities using spreadsheets; d. Developing current and future budgets; e. Improving their understanding of the financial issues involved; f. Addressing separate property and reimbursement claim issues; g. Understanding options for property valuation; and h. Developing, evaluating, and negotiating options for financial settlement.; Owner; Start date: 2026-01-01; Hours per month during trading hours: 10; Hours per month outside trading hours: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-21 |
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