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3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cain Watters & Associates | Plano | TX | 03/2014 | 05/2017 |
| Cain Watters & Associates | Plano | TX | 05/2017 | 08/2018 |
| Birdsong Cpa | Rockwall | TX | 05/2019 | 07/2019 |
| Howard Financial Services , Ltd. | Dallas | TX | 07/2019 | 03/2022 |
| Elm Valley Group | Dallas | TX | 08/2018 | Present |
| Sfmg Wealth Advisors | Plano | TX | 04/2022 | Present |
Elm Valley Group 406 Copperstone Trl, Coppell, TX 75019 non-investment related General Tax Consulting & Compliance Owner/Founder - 08/2018 2-5 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-13 |
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