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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2019 | 01/2021 |
| Toyoda Gosei (Staffcorp) | Lebanon | KY | 05/2016 | 07/2017 |
| O'CHarleys | Richmond | KY | 07/2017 | 04/2018 |
| Malone's (Bluegrass Hospitality Group) | Lexington | KY | 03/2018 | 12/2019 |
| Reliant Wealth Planning | Louisville | KY | 01/2022 | 09/2022 |
| Bluegrass Hospitality Group | Lexington | KY | 01/2022 | 05/2022 |
| Adp | Louisville | KY | 02/2021 | 01/2022 |
| Edward Jones | St Louis | MO | 09/2022 | 09/2023 |
| Fisher Investments | Tampa | FL | 09/2023 | 10/2025 |
| Digital Wealth Partners | Dallas | TX | 11/2025 | Present |
Barnett Brothers Lawn Care LLC; No; St. Pete, FL; Lawn Care; Owner; Owner; 06/2024; 10 Weekly; 0; Lawn Care
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-22 |
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