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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
North Richland Hills, TX • United States
Atlanta, GA • United States
North Richland Hills, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 01/2018 | 11/2020 |
| Facet Wealth | Baltimore | MD | 11/2020 | 06/2021 |
| Cru Wealth Management Llc | North Richland Hills | TX | 07/2021 | Present |
| Origin Financial | Boston | MA | 06/2022 | 06/2024 |
| Smartpath Advisors, Llc | Atlanta | GA | 06/2024 | Present |
| Cru Tax | North Richland Hills | TX | 01/2024 | Present |
| Fidelity Investments | Westlake | TX | 05/2015 | 01/2018 |
Cru Wealth Managmenet Investment-related 7928 Kendra Ln, north richland hills, tx76182 Financial Advisory 07/2021 Cru Tax NOT investment related 7928 kendra ln, north richland hills tx 76182 tax preparer 01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
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