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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | West Covina | CA | 03/2015 | 12/2019 |
| National Planning Corporation | West Covina | CA | 02/2016 | 11/2017 |
| Trilogy Capital, Inc. | West Covina | CA | 12/2016 | 12/2019 |
| Lpl Financial Llc | West Covina | CA | 11/2017 | 12/2019 |
| Commonwealth Financial Network | San Diego | CA | 01/2020 | 07/2021 |
| Summit Wealth Group | Scottsdale | AZ | 01/2020 | 07/2021 |
| Lpl Financial, Llc | Phoenix | AZ | 08/2021 | 07/2024 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 07/2024 | 09/2024 |
| First Advisors National | El Paso | TX | 09/2024 | Present |
1) DBA - LIBRE ADVISORS FINEM, LLC - 160 W. CASTELLANO DR. #6116, EL PASO, TX 79902; INVESTMENT RELATED; FINANCIAL PLANNING & WEALTH MANAGEMENT; FINANCIAL ADVISOR/OWNER; 90% OF TIME SPENT. 2) INVIDA FINANCIAL NETWORK: INSURANCE- 3325 US-29 BUS SUITE A, DANVILLE, VA 24550; NON-INVESTMENT RELATED; LIFE INSURANCE SALES, TERM AND PERMANENT, LONG-TERM C; INSURANCE AGENT; 10% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-16 |
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