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7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-12-10 |
| CA | RA | APPROVED | 2024-12-09 |
| CO | RA | APPROVED | 2024-12-09 |
| PA | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-09 |
| WI | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amicus Financial Advisors, Llc | Lubbock | TX | 10/2024 | Present |
| Evensky & Katz / Foldes Wealth Management | Lubbock | TX | 08/2024 | 10/2024 |
| Sfmg Wealth Advisors | Plano | TX | 05/2024 | 08/2024 |
| Buckingham Strategic Wealth | Southlake | TX | 06/2023 | 08/2023 |
| Texas Tech University | Lubbock | TX | 05/2022 | 05/2024 |
| Texas Tech University | Lubbock | TX | 09/2021 | 05/2022 |
| Redwood Wealth Development Group (Lpl Financial) | Shreveport | LA | 06/2021 | 08/2021 |
| School | Shreveport | LA | 11/2014 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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