Henry Joseph Lessner

Current Employers

Employment History

• 02/2007 → 05/2018
  Silver Oak Securities, Inc.
  Jackson, TN
• 02/2005 → 02/2021
  Self-Employed
  Allen, TX
• 06/2011 → 02/2021
  Wealth Management Group, Llc
  Allen, TX
• 02/2021 → 04/2022
  Southport Capital
  Chattanooga, TN
• 05/2022 → Present
  Meridian Wealth Management, Llc
  Lexington, KY

Previous Registrations

• 2021-02-16 → 2022-05-16
  Southport Capital
  Allen, TX
• 2011-08-30 → 2021-05-03
  Wealth Management Group, Llc
  Allen, TX
  Allen, TX
• 2005-05-30 → 2011-12-31
  Fortune Financial Services, Llc
  Dallas, TX

Other Businesses

1. TOWN OF FAIRVIEW; FAIRVIEW/TX; MAYOR; START DATE: 05/2019; ELECTED POSITION; NON-INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BUDGETING, PLANNING, STAFF REVIEW, REGIONAL REPRESENTATIVE FOR TOWN, SPEAKING, ECONOMIC DEVELOPMENT, SET TAX RATE 2. ALLEN PHILHARMONIC SYMPHONY, INC; ALLEN/TX; FOUNDER & BOARD MEMBER; START DATE: 06/1998; SYMPHONY ORCHESTRA; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LEADING, PLANNING FOR THE CONTINUATION OF SYMPHONY ORCHESTRA AS NEEDED 3. TWINROSE INVESTMENTS LLC; ALLEN/TX; PASSIVE INVESTOR; START DATE: 09/2019; COMMERCIAL REAL ESTATE INVESTING; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE - PASSIVE INVESTOR 4. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING ON FIXED ANNUITIES AND LIFE INSURANCE AS NEEDED

Exams

• S66 Uniform Combined State Law Examination
  2005-05-07

Designations

Other Names

• Henry J Lessner