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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| SD | RA | APPROVED | 2024-01-12 |
| MT | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2024-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Belgrade | MT | 01/2016 | 06/2022 |
| Visionpoint Advisory Group, Llc | Belgrade | MT | 01/2017 | Present |
1. 5/4/2016 - Balefire, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/27/2016 - Time Spent 100%. 2. 6/11/2021 - Lion Street Insurance- Investment related- VP Office. Nature- non-variable, fixed/traditional insurance. Position- Agent- Start 06/11/2021 - 10 hours per month all during trading hours. Duties- sale of non-variable, fixed/traditional insurance products. 3. 08/01/2022 - DAR Holdings LLC - Owner - Not Investment related for securities. Nature- Holding company for future real estate rental income - Position - Owner- 0 hours per month, 0 hours during trading hours- duties: Owner. 3. 08/01/2022 - Owner- DAR Holdings LLC - Not Investment related - real estate rental income. No compensation currently and not done during trading hours. Located in Belgrade, MT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-06 |
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