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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-01-26 |
| IA | RA | APPROVED | 2026-01-22 |
| KY | RA | APPROVED | 2026-01-22 |
| MT | RA | APPROVED | 2026-01-22 |
| SC | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2026-01-22 |
| NJ | RA | APPROVED | 2025-09-08 |
| FL | RA | APPROVED | 2025-08-18 |
| LA | RA | APPROVED | 2025-07-31 |
| AL | RA | APPROVED | 2025-07-22 |
| CA | RA | APPROVED | 2025-07-22 |
| CO | RA | APPROVED | 2025-07-22 |
| CT | RA | APPROVED | 2025-07-22 |
| HI | RA | APPROVED | 2025-07-22 |
| ID | RA | APPROVED | 2025-07-22 |
| IL | RA | APPROVED | 2025-07-22 |
| IN | RA | APPROVED | 2025-07-22 |
| KS | RA | APPROVED | 2025-07-22 |
| MD | RA | APPROVED | 2025-07-22 |
| MI | RA | APPROVED | 2025-07-22 |
| MN | RA | APPROVED | 2025-07-22 |
| MS | RA | APPROVED | 2025-07-22 |
| MO | RA | APPROVED | 2025-07-22 |
| NV | RA | APPROVED | 2025-07-22 |
| NM | RA | APPROVED | 2025-07-22 |
| NY | RA | APPROVED | 2025-07-22 |
| NC | RA | APPROVED | 2025-07-22 |
| OH | RA | APPROVED | 2025-07-22 |
| OK | RA | APPROVED | 2025-07-22 |
| OR | RA | APPROVED | 2025-07-22 |
| PA | RA | APPROVED | 2025-07-22 |
| RI | RA | APPROVED | 2025-07-22 |
| SD | RA | APPROVED | 2025-07-22 |
| TX | RA | APPROVED | 2025-07-22 |
| UT | RA | APPROVED | 2025-07-22 |
| VA | RA | APPROVED | 2025-07-22 |
| WA | RA | APPROVED | 2025-07-22 |
| WI | RA | APPROVED | 2025-07-22 |
| WY | RA | APPROVED | 2025-07-22 |
| AR | RA | APPROVED | 2025-06-26 |
Branch Locations
Fort Smith, AR • United States
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 |
|---|---|---|---|---|
| Baptist Health | Fort Smith | AR | 05/2021 | 04/2023 |
| Nextmed | Tuscon | AZ | 04/2023 | 10/2024 |
| Bolding Construction | Fort Smith | AR | 05/2018 | 07/2020 |
| Full Time Education | Fort Smith | AR | 07/2020 | 05/2021 |
| Full Time Education | Fort Smith | AR | 08/2017 | 05/2019 |
| Full Time Education | Fort Smith | AR | 08/2005 | 08/2017 |
| Digital Wealth Partners | Dallas | TX | 04/2025 | Present |
| Digital Ascension Group | Dallas | TX | 11/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
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