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5960 Berkshire Lane, 6Th Floor, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-08 |
| CA | RA | APPROVED | 2025-04-07 |
Branch Locations
5960 Berkshire Lane, 6Th Floor, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities Inc. | Dallas | TX | 07/2016 | 04/2025 |
| Messina Wealth Management Llc | Spring Hill | FL | 07/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1. Messina Wealth Management, LLC. Investment-related. At registered location, RIA. CCO & Financial Advisor. Managing Partner. Start date: 1/2025. 160 hours/month, 150 hours/month during trading hours. Responsible for all aspects of the firm's compliance and operations as well as investment advice to clients 2. Fixed Insurance. Investment-related. At registered location. Selling Fixed Insurance. Full Life Agent. Start date: 1/2025. 20 hours/month, 10 hours/month during trading hours. Selling and servicing life insurance policies, annuities and health insurance policies. 3. KBM Wealth Management, investment related, 3419 Westminster AveApt 1010DallasTexas75205, owner, 9/28/2023, 0 hours per month, 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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