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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-10 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenovo | Morrisville | NC | 10/2014 | 09/2018 |
| Unemployed | Frisco | TX | 10/2018 | 12/2018 |
| Worth Financial Group | Dallas | TX | 01/2019 | Present |
Part time sales work for 2 small companies: TAP Innovations & Dealer Detail Services - TAP sells productivity software for businesses, and I will attempt to generate sales leads for them on a part time basis - Dealer Detail Services provides detail work on used cars for car dealerships. I will attempt to generate sales leads with them at local car dealerships on a part time basis. Neither are investment related. I have no ownership in either company. TAP Innovations 1540 Keller Pwy, Suite 108-262 Keller, TX 76248 Start Date: 1/1 2019 Approx hours/month: 10 hrs/mo - expecting roughly 8 hrs/mo during market hours Dealer Detail Services 60 Hudson Branch Dr Austin, AR 72007 Start Date: 1/1/2019 Approx hours/month: 10 hrs/mo - expecting roughly 6 hrs/mo during market hours Retirement Plans.com,Is Investment Related,,Financial Advisor on 401k plans,Advisor,2020-11-01,2 hours per month,0 hours per month during trading hours,Fee Based Compensation, Third Party 401k Plan Administrator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-11 |
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