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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| AK | RA | APPROVED | 2026-01-22 |
| AR | RA | APPROVED | 2026-01-22 |
| CO | RA | APPROVED | 2026-01-22 |
| DE | RA | APPROVED | 2026-01-22 |
| HI | RA | APPROVED | 2026-01-22 |
| ID | RA | APPROVED | 2026-01-22 |
| IL | RA | APPROVED | 2026-01-22 |
| IN | RA | APPROVED | 2026-01-22 |
| MD | RA | APPROVED | 2026-01-22 |
| MI | RA | APPROVED | 2026-01-22 |
| MN | RA | APPROVED | 2026-01-22 |
| MS | RA | APPROVED | 2026-01-22 |
| MT | RA | APPROVED | 2026-01-22 |
| NY | RA | APPROVED | 2026-01-22 |
| NC | RA | APPROVED | 2026-01-22 |
| OH | RA | APPROVED | 2026-01-22 |
| OK | RA | APPROVED | 2026-01-22 |
| PA | RA | APPROVED | 2026-01-22 |
| SC | RA | APPROVED | 2026-01-22 |
| UT | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| WA | RA | APPROVED | 2026-01-22 |
| WY | RA | APPROVED | 2026-01-22 |
| CA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-26 |
| VA | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Digital Wealth Partners | Dallas | TX | 05/2025 | Present |
| Kramer & Kramer | Surprise | AZ | 03/2022 | 10/2022 |
| Veterans Benefits Administration | Phoenix | AZ | 09/2023 | 05/2025 |
| Tgit Investments Llc | Mesa | AZ | 08/2016 | 03/2022 |
| Tgit Investments Llc | Mesa | AZ | 10/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-22 |
| S66 | Uniform Combined State Law Examination | 2013-03-13 |
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