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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 05/2014 | Present |
HOLY TRINITY LUTERAN CHURCH; INVESTMENT RELATED - NO; 805 S. YORK STREET GASTONIA, NC 28052. VOLUNTEER FOR NON-PROFIT; PRESIDENT OF COUNSEL; 01/2019; 30 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; SUNDAY SCHOOL TEACHER, BIBLE STUDY LEADER. Sandy Ventures, LLC; Investment Related - No; 401 W Lewis Street, Dallas, NC 28034; Sales of Apparel, Stickers & Accessories; Managing Member; 01/2025; 10 Hours Per Month; 0 During Trading Hours; Early stages of business development and creative concepts. McMahan Financial, LLC; Investment Related - Yes; 420 Park Street, Suite 100, Belmont, NC 28012; DBA; Director of Ops and Client Services; 01/2016; 35 Hours Per Month; 35 During Trading Hours; Assist the clients with account needs and transactions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-14 |
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