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8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-21 |
Branch Locations
8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Dallas | TX | 05/2014 | 04/2017 |
| Strata Wealth Advisors, Llc | Dallas | TX | 04/2017 | Present |
1. INDEPENDENT INSURANCE AGENT, INVESTMENT-RELATED, 605 S. HOUSTON STREET, KAUFMAN, TX 75142, INSURANCE SALES, AGENT, 1/10/2018, APPROX 4 HOURS PER MONTH, APPROX LESS THAN 1 HOUR PER DAY DURING TRADING HOURS, INSURANCE SALES 2. CUMBACO LLC; NOT INVESTMENT-RELATED; KAUFMAN, TX; HOLDING COMPANY; MANAGER; STARTED 02/2017; ZERO HOURS PER MONTH; NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2012-12-12 |
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