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5045 Lorimar Drive Suite 200, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
5045 Lorimar Drive Suite 200, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Theblaze | Irving | TX | 09/2012 | 09/2017 |
| Unemployed | Irving | TX | 09/2017 | 03/2018 |
| Myers The Home Buyers | Dallas | TX | 03/2018 | 03/2020 |
| Cruse Financial Group Inc | Dallas | TX | 03/2020 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Irving | TX | 12/2020 | 06/2021 |
| Tyme Advisors | Dallas | TX | 06/2021 | 09/2021 |
| Wisniewski Wealth Management | Dallas | TX | 10/2021 | 04/2022 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 04/2022 | 06/2023 |
| The Watchman Group, Inc. | Plano | TX | 06/2023 | Present |
| The Watchman Group, Inc. | Plano | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
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