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6401 Eldorado Pkwy Suite 420, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-05 |
Branch Locations
6401 Eldorado Pkwy Suite 420, Mckinney, TX 75070 • United States
Fairview, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ember Financial Services, Llc | Fairview | TX | 11/2018 | 12/2024 |
| The Ramage Law Group | Mckinney | TX | 01/2018 | 12/2018 |
| The Law Offices Of Kimberly J Munson | Allen | TX | 01/2015 | 12/2017 |
| Wheat Givens Financial | Mckinney | TX | 08/2024 | 10/2024 |
| Align Financial Advisors, Llc | Mckinney | TX | 11/2024 | Present |
Personal Bookkeeping Services; Not Investment-Related; 70 Affirmed Lane, Fairview, TX 75069; Accountant, 1/2019, 12/hours a month, 12/hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-01 |
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