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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-22 |
| OR | RA | APPROVED | 2026-01-22 |
| SC | RA | APPROVED | 2026-01-22 |
| WI | RA | APPROVED | 2026-01-22 |
| WY | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-11-09 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 08/2024 | 10/2025 |
| The Baldwin Group | Tampa | FL | 06/2021 | 08/2024 |
| Liberty University | Lycnhburg | VA | 08/2019 | 05/2021 |
| Louisiana State University Shreveport | Shreveport | LA | 07/2022 | 05/2023 |
| Thomas County Schools | Thomasville | GA | 08/2014 | 05/2019 |
| Digital Wealth Partners | Dallas | TX | 10/2025 | Present |
the name of the other business; Graze Wellness whether the business is investment-related; Not Investment Related the address of the other business; Residential the nature of the other business; Skincare/Wellness your position; Co-Owner title, or relationship with the other business; "Manager" the start date of your relationship; 10/2023 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Only an owner, not an active participant. I have no direct contribution.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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