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3030 N Rocky Point Drive W Suite 280, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
3700 River Walk Drive Suite 160, Flower Mound, TX 75028 • United States
3030 N Rocky Point Drive W Suite 280, Tampa, FL 33607 • United States
6220 N. Beach Street Suite 101, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Capital Advisors, Llc | Sandy | UT | 03/2021 | 01/2025 |
| Spectra Financial | Fort Worth | TX | 03/2002 | Present |
| Truadvisors Financial, Llc | Fort Worth | TX | 01/2025 | Present |
1.) Spectra ACS Marketing Alliance, Inc., DBA Spectra Financial, Insurance Agent, Investment Related, 6220 N Beach St #101 Forth Worth TX 76137, start date 2/2009, 35 to 40 hours per week, work with clients to discuss whether certain insurance product/s will be beneficial for their situation and sell insurance. 2.) CyberneticEntertainment, LLC, non-investment related, 400 East Las Colinas Blvd #10000 Irving, Texas 75039, Software Publishing business, Position is on the Board of Managers, Started October 2017, 4 hours per week with 2 being during trading hours. I work more from a consulting position. I assist with new marketing development and then spend time collaborating with the marketing team on the results from these marketing campaigns. As stated in the PPM and LLC documents I do not receive any compensation. However, I do hold the potential for the opportunity to take a role in ownership based off the future performance of the company. This conflict of interest is fully disclosed in the paperwork the attorneys formulated for Cybernetic Entertainment, LLC 3.) The Diamond Source - 01/2008 - 6220 N. Beach Street #101, Forth Worth, TX 76137 - Owner - Supply and exchange diamonds and precious gems to independent jewelry stores - Not investment related - 10 hours month: 6 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
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