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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gandara Irrigation | Richardson | TX | 01/2015 | 06/2017 |
| Lamps Plus | Plano | TX | 06/2017 | 08/2020 |
| Stephen F. Austin State University | Nacogdoches | TX | 08/2020 | 07/2022 |
| Ecentria | Chicago | IL | 07/2022 | 08/2024 |
| Consilium Wealth Advisory, Llc | Frisco | TX | 08/2024 | Present |
| Consilium Wealth Advisory, Llc | Frisco | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-02 |
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