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420 N Carroll Ave Suite 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-19 |
Branch Locations
420 N Carroll Ave Suite 160, Southlake, TX 76092 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Frisco | TX | 11/2018 | 05/2019 |
| Full Time Student | Fayetteville | AR | 08/2013 | 05/2018 |
| Fuse Plus Inc | Houston | TX | 05/2018 | 08/2018 |
| Mk Trees | Pantego | TX | 05/2016 | 08/2017 |
| Vivid Financial Group | Grapevine | TX | 05/2019 | Present |
| Vivid Wealth Management Llc | Grapevine | TX | 07/2023 | Present |
| Vivid Wealth Management Llc | Grapevine | TX | 05/2024 | Present |
VIVID FINANCIAL GROUP; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2019; GRAPEVINE, TX; APPROXIMATELY 50% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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