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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
1012 E. Park Blvd. Suite 975, Plano, TX 75074 • United States
4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Point Wealth Management, Llc | Heath | TX | 12/2016 | 11/2021 |
| Lake Point Advisory Group, Llc | Rockwall | TX | 04/2015 | 11/2021 |
| Mercer Global Advisors | Plano | TX | 11/2021 | 12/2022 |
| Lakepoint Wealth Management | Rockwall | TX | 09/2008 | 11/2021 |
| Castleview Partners, Llc | Dallas | TX | 09/2023 | Present |
| Cain Financial Solutions, Llc | Plano | TX | 03/2014 | Present |
Cain Financial Solutions, LLC has been the dba since 2014 Mr. Cain is an independent insurance agent appointed with various insurance companies. As such, he may receive separate, yet customary, commission compensation and/or trailing commissions resulting from the sale of insurance products and services. Such insurance sales activities are not associated with Castleview Partners, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
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