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9800 Hillwood Pkwy Suite 140, Fort Worth, TX 76177 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-09-06 |
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
9800 Hillwood Pkwy Suite 140, Fort Worth, TX 76177 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Plano | Plano | TX | 01/2010 | 04/2019 |
| Lincoln Financial Advisors Corporation/Strategic Wealth Partner | Addison | TX | 05/2019 | 02/2020 |
| Ameriprise Finanaicl Services, Llp/Clearfork Wealth Management | Fort Worth | TX | 04/2020 | 02/2023 |
| Private Client Services | Ft Worth | TX | 02/2023 | 08/2023 |
| Impact Wealth Group | Fort Worth | TX | 01/2023 | Present |
1) HopeKids. PO Box 1628, Keller, TX 76244. Non-profit. Unpaid Board Member-Quarterly meetings for fundraising efforts, coordination of HopeKids Dads' events. 5 hrs/mo; 0 during trading hrs. 2) Baton Rouge Union of Police 3) independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-27 |
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