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8700 Crownhill Blvd Suite 303, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
8700 Crownhill Blvd Suite 303, San Antonio, TX 78209 • United States
10210 Frankford Ave, Suite 220, Lubbock, TX 79424 • United States
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashley Homestore | Lubbock | TX | 12/2018 | 03/2020 |
| Virginia College | Lubbock | TX | 01/2015 | 11/2018 |
| New York Life Insurance Co | Lubbock | TX | 12/2019 | 10/2024 |
| Nylife Securities Llc | Lubbock | TX | 09/2020 | 10/2024 |
| Starcare Specialty Health System | Lubbock | TX | 09/2015 | 06/2018 |
| Lubbock State Supported Living Center | Lubbock | TX | 02/2020 | 03/2023 |
| Lonestar Registered Investment Advisors, Llc | Lubbock | TX | 04/2025 | Present |
| Lonestar Wealth Management | Lubbock | TX | 10/2024 | Present |
| The Viable Group, Inc. | Lubbock | TX | 08/2025 | Present |
(1.) Lonestar Wealth Management; Yes; Lubbock, TX; Insurance Sales; Insurance Agent; 10/2024; 80/ HRS MO; 80/ HRS MO (2.) Lonestar Registered Investment Advisors, LLC; Investment Related; Investment Advisor Representative; 04/2025; Lubbock, TX; Less than 10% of time (3.) The Jabez Initiative; No; Austin, TX; Non-Profit; Board Member; 06/2026; 4/ HRS MO; 0/ HRS MO; Housing program to help people with finding work due to medical issues - Levi sits on the board and assist in making recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-21 |
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