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Fort Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris | Irving | TX | 05/2013 | 07/2018 |
| Polaris Inc | Irving | TX | 07/2018 | 01/2019 |
| Randstad Tech | Frisco | TX | 01/2019 | 07/2019 |
| Net2Source | Plano | TX | 07/2019 | 09/2019 |
| Citi | Irving | TX | 09/2019 | Present |
| Xenith Financial Advisory Services, Llc | Forth Worth | TX | 05/2021 | Present |
I am a registered tax advisor and offer tax preparation and filing services along with providing book keeping services. I have my own firm, registered in state of texas and I operate these services through that firm. I receive around $30000 annually through this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
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