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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
14755 Preston Road Suite 700, Dallas, TX 75254 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 07/2016 | 09/2021 |
| Creating & Managing Wealth | Irving | TX | 07/2016 | 09/2021 |
| S&T Rwp, Llc Dba Foresight Financial | Alpharetta | GA | 07/2014 | 09/2017 |
| Apex Fintech Solutions | Dallas | TX | 09/2021 | 11/2024 |
| Homemaker | Grapevine | TX | 11/2024 | 02/2025 |
| Smith Anglin Financial, Llc | Dallas | TX | 02/2025 | 06/2025 |
| Hightower Advisors, Llc | Dallas | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-16 |
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