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Account
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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-22 |
| WY | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-09 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Parrish, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottsdale Wealth Advisory | Scottsdale | AZ | 07/2019 | 10/2019 |
| Guggenheim Partners | Chicago | MO | 12/2017 | 04/2019 |
| First Temporary, Llc | Chicago | IL | 05/2017 | 12/2017 |
| Edward Jones | St. Louis | MO | 12/2019 | 06/2022 |
| Unemployed | Scottsdale | AZ | 06/2016 | 04/2017 |
| Fisher Investments | Tampa | FL | 06/2022 | 01/2025 |
| Edward Jones | St Louis | MO | 01/2025 | 10/2025 |
| Digital Wealth Partners | Dallas | TX | 11/2025 | Present |
Lunar Capital LLC Type of business: Finance Mt. Pleasant, SC Start date: 9/15/2021 Founding Partner Hours per week: 0 Hours during trading: 0 Lunar Capital LLC was founded solely to invest in crypto currencies. Rental Property Palm Harbor, FL Start date: 1/31/2025 Home Owner Hours per week: 0 Hours during trading: 0 This is a rental property that is occupied by a tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
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