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1845 Woodall Rodgers Fwy Suite 1000, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
1845 Woodall Rodgers Fwy Suite 1000, Dallas, TX 75201 • United States
401 East Taylor Street, Sherman, TX 75090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | 03/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2016 | 03/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2022 | 06/2022 |
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2022 | 06/2022 |
| E*Trade Securities Llc | Tempe | AZ | 07/2022 | 01/2025 |
| Morgan Stanley | Tempe | AZ | 03/2023 | 01/2025 |
| Fisher Investments | Plano | TX | 01/2025 | 01/2026 |
| Delos Wealth Advisors | Sherman | TX | 02/2026 | Present |
*564860- Desert Oasis AC Services, LLC; Investment related -Yes; Chandler, Arizona; AC service, installation, and repair.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 25; Customer Service, Sales/Marketing, Referrals, Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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