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Celina, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-14 |
| FL | RA | APPROVED | 2024-03-05 |
| AZ | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2023-01-06 |
| MT | RA | APPROVED | 2023-01-04 |
| CA | RA | APPROVED | 2019-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excel Leadership Coaching, Llc | Visalia | CA | 03/2017 | 12/2022 |
| Excel Leadership Network | Elk Grove | CA | 01/2016 | 12/2018 |
| First Baptist Church Of Visalia Dba Gateway Church | Visalia | CA | 05/2014 | 05/2018 |
| Expand Financial Group, Llc | Celina | TX | 03/2019 | Present |
| Excel Leadership Network | Elk Grove | CA | 02/2021 | 12/2024 |
| Strategic Leaders Group, Llc | Peoria | AZ | 01/2023 | Present |
1) Strategic Leaders Group, LLC; non investment-related; home residence; providing leadership development, coaching, and strategic planning services to individuals and small businesses; Owner; Executive Director; January 2023; approximately 10 hours per month (not during securities trading hours) 2) Author of book; not investment-related; home residence; book author; promote sale of book; author; January 2026; up to 5 hours per month (not during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-29 |
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