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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diocese Of Tyler | Tyler | TX | 06/2013 | 08/2018 |
| Peak Value Advisors | Irving | TX | 09/2018 | 02/2022 |
| Lion Street Financial | Dallas | TX | 03/2022 | Present |
| Csenge Advisory Group | Dallas | TX | 02/2023 | Present |
Peak Value Advisors, a fractional CFO and basic business consulting as a sole proprietor. This takes 20 hours a week. This began in fall 2018. Since 2020, I am also a passive investor and member of SmartLab Partners, LLC, as a minority owner, a company which delivers clinical laboratory testing for nursing home facilities. SMARTLAB PARTNERS, LLC POSITION: Owner NATURE: This is a clinical laboratory which provides pathology services for skilled nursing facilities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2020 ADDRESS: 7920 Belt Line Rd, Suite #200, Dallas TX 75254, United States DESCRIPTION: I serve as financial officer for the organization, managing finances of the company, including reporting and accounting, financial strategizing, cash flow management, and all other financial matters. PEAK VALUE ADVISORS POSITION: Owner NATURE: This consulting firm provides fractional CFO services for business owners, including accounting, budgeting, and strategic advice. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2018 ADDRESS: PO Box 170164, Irving TX 75017, United States DESCRIPTION: Budget reporting, consulting on business processes, strategic finances, personnel management, revenue cycle, and other subjects of interest to business owners. THE WINGARD GROUP LLC POSITION: Owner NATURE: Life insurance producer as a member firm of The Ridgeback Group LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/04/2024 ADDRESS: 6301 Gaston Avenue, Dallas TX 75214, United States DESCRIPTION: Design and placement of life insurance for wealth and financial planning clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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