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124 Main Street Suite 102, Canadian, TX 79014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-17 |
Branch Locations
124 Main Street Suite 102, Canadian, TX 79014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial Strategies | Abilene | TX | 05/2020 | 05/2023 |
| Capital Strategies | Lubbock | TX | 01/2020 | 04/2020 |
| The Scioli Group | Lubbock | TX | 05/2018 | 12/2019 |
| Texas Tech University | Lubbock | TX | 05/2016 | 05/2018 |
| Frank Mcmordie Family Trust | Lubbock | TX | 07/2013 | Present |
| Golden Spread Wealth, Llc | Canadian | TX | 03/2023 | Present |
Trustee of family trust, Frank McMordie, Jr., Family Trust, FBO John McMordie. PO Box 228, Canadian, TX, 79014, start date 7/2013, duties agriculture and petroleum oversight, distribution of income to beneficiary, accounting and other duties. Approx. 10 hours per month. Sole owner of of EBM Management, LLC, PO Box 228, Canadian, TX, 7901, start date 11/2020, Golden Spread Wealth, LLC is owned by EBM Management, LLC. EBM Management, LLC is wholly owned by Evan McMordie. Approx.12 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
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