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860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
860 Airport Freeway Suite 402, Hurst, TX 76054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 08/2021 | 06/2022 |
| Housing Wire Media | Irving | TX | 06/2021 | 08/2021 |
| Seperation From Work Due To Covid | Albuquerque | NM | 03/2021 | 06/2021 |
| The Cheesecake Factory | Albuquerque | NM | 05/2018 | 03/2021 |
| Buffalo Wild Wings | Albuquerqe | NM | 12/2015 | 05/2018 |
| The University Of New Mexico | Albuquerque | NM | 08/2014 | 05/2018 |
| Unemployed | Albuquerque | NM | 01/2013 | 05/2018 |
| Charles Schwab & Co., Inc. | Dallas | TX | 05/2022 | 10/2023 |
| Sageview Advisory Group - Crd # 126777 | Irving | TX | 10/2023 | 05/2025 |
| Gds Wealth Management | Flower Mound | TX | 05/2025 | 06/2026 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2024 | 06/2025 |
| Leo Wealth Americas Llc | Hurst | TX | 07/2026 | Present |
| Leo Brokerage Llc | Hurst | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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