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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
101 E. Park Blvd, Suite 975, Planoi, TX 75074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Place Motorcars Dallas | Dallas | TX | 01/2017 | 01/2020 |
| Audi Fort Worth | Fort Worth | TX | 01/2015 | 01/2017 |
| Free Range Concepts | Dallas | TX | 01/2014 | 01/2017 |
| Lake Point Advisory Group | Rockwall | TX | 01/2020 | 11/2021 |
| Mercer Global Advisors | Rockwall | TX | 11/2021 | 05/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2022 | 05/2023 |
| Compass Retirement | Grapevine | TX | 05/2022 | 07/2023 |
| Foundations Investment Advisors, Llc | Grapevine | TX | 05/2023 | 07/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 07/2023 | 05/2025 |
| Cain Financial | Plano | TX | 05/2025 | Present |
1.) Compass Retirement; Yes Investment Related; 1000 Texan Trail Suite 213, Grapevine TX 76051; Insurance Sales; Wealth Manager; Start Date 05/2022; Approx. 160 hours a month; Approx. 130 hours during trading; Insurance sales and services. 2.) NewEdge Advisors, LLC - DBA Libertas Financial Partners (RIA) - Investment Related - Investment Advisor - Start: 07/2023 - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
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