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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-10-09 |
| LA | RA | APPROVED | 2024-02-08 |
| FL | RA | APPROVED | 2021-10-25 |
| TX | RA | APPROVED | 2021-02-05 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • 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 |
|---|---|---|---|---|
| Mmwkm Advisors, Llc | Plano | TX | 03/2011 | 02/2021 |
| Worth Asset Management | Dallas | TX | 02/2021 | Present |
Independent Insurance Agent Non-Investment related Start date: August 2008 10 hours/month Marketing and sales of traditional insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-20 |
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