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5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-15 |
Branch Locations
5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Plano | TX | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Plano | TX | 05/2019 | 05/2023 |
| Astra Wealth Management Group | Plano | TX | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Plano | TX | 05/2023 | Present |
1.) Astra Wealth Management Group. Investment related. At the Registered Location. RIA. Vice President. Investment Advisor through Outside RIA. 05/2023. 160/Hrs Monthly. 160hours during trading. Asset Management, Investment Advice, and Financial Planning. 2.) Fixed Insurance. Investment Related. 5700 Granite Parkway, Suite 330 Plano, TX 75024.Fixed Insurance. Agent. Independent Insurance Agent / Agency.05/2023 10/Hrs Monthly. 10 during trading hours. Provide insurance advice based on the needs of the client(s) 3.) PKSF. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 5/2023. 10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 4.) J&MD CAPITAL LLC, INV RELATED, PROSPER, TX, 100% OWNERSHIP, START 5/20/2019, ZERO HOURS PER MONTH, ZERO HOURSDURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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