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Current Employers
Xenith Financial Advisory Services, Llc

Fort Worth, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-28
  • TX RA
    APPROVED
    Since 2023-02-28

Branch Locations

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2013 → 07/2018
    Bmo Harris
    Irving, TX
  • 07/2018 → 01/2019
    Polaris Inc
    Irving, TX
  • 01/2019 → 07/2019
    Randstad Tech
    Frisco, TX
  • 07/2019 → 09/2019
    Net2Source
    Plano, TX
  • 09/2019 → Present
    Citi
    Irving, TX
  • 05/2021 → Present
    Forth Worth, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-28
  • S65 Uniform Investment Adviser Law Examination
    2023-02-28

View on SEC IAPD

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