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Burleson, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED | 2022-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Parcel Service | Arlington | TX | 08/2019 | 02/2021 |
| Fts International | Fort Worth | TX | 02/2012 | 02/2019 |
| Battle Born Financial Advisor | Burleson | TX | 09/2020 | 02/2021 |
| Fortune Financial Services | Monaca | PA | 04/2021 | 08/2021 |
| Interactive Financial Advisors | Burleson | TX | 09/2020 | 08/2021 |
| Woodbury Financial Services Inc | Burleson | TX | 08/2021 | 06/2022 |
| Financial Serenity, Llc | Burleson | TX | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
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