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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 11/2020 | 04/2022 |
| Bank Of America N.A. | Dallas | TX | 11/2020 | 04/2022 |
| Unemployed | Madison | AL | 09/2020 | 11/2020 |
| Kiva Dunes Golf And Beach Resort | Gulf Shores | AL | 05/2020 | 09/2020 |
| Unemployed | Madison | AL | 02/2020 | 05/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 02/2020 |
| Visionpoint Advisory Group Llc | Dallas | TX | 07/2022 | Present |
Fuse Partners LLC- located at 8111 Preston Rd, Suite 500, Dallas, TX 75225- Registered Investment Advisor Hybrid - 160 hours per month/8 hours during Securities Trading - time spent 100%- Financial Wellness Coach- start date 07/11/2022 Please see the advisory firm Form ADV for more information about its address, nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
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