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Street Light Wealth Management, LLC CRD 312577
$3.89M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2001 Ross Avenue #700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 03/2014 | 01/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 01/2021 |
| Moxies Grill & Bar | Dallas | TX | 05/2017 | 03/2022 |
| Street Light Wealth Management, Llc | Dallas | TX | 01/2021 | Present |
| Moxies Grill & Bar | Dallas | TX | 08/2022 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-29 |
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