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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
12377 Merit Drive Suite 120, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Scottsdale | AZ | 01/2018 | 04/2022 |
| Student | Flagstaff | AZ | 09/2017 | 04/2018 |
| Pvusd Mascot Club | Scottsdale | AZ | 06/2017 | 09/2017 |
| Student | Flagstaff | AZ | 08/2016 | 06/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2022 | 03/2026 |
| Martin Pear Jewish Community Center | Scottsdale | AZ | 06/2020 | 09/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 03/2026 |
| Strategic Wealth Designers | Dallas | TX | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 6/2019; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-28 |
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