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2201 Spinks Road, Suite 271, Flower Mound, TX 75022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
2201 Spinks Road, Suite 271, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 323 Wealth Management, Llc | Flower Mound | TX | 01/2026 | Present |
| Javelinip, Llc | Bishop | GA | 06/2023 | 01/2026 |
| Expansion Industries, Llc | Carrollton | TX | 04/2021 | 06/2023 |
| Happy State Bank | Amarillo | TX | 06/2014 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
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