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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-05 |
| NV | RA | APPROVED | 2020-07-15 |
| AZ | RA | APPROVED | 2020-07-01 |
| AR | RA | APPROVED | 2020-07-01 |
| CO | RA | APPROVED | 2020-07-01 |
| IL | RA | APPROVED | 2020-07-01 |
| IN | RA | APPROVED | 2020-07-01 |
| TX | RA | APPROVED | 2020-07-01 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
6421 Camp Bowie Blvd Suite 310, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 09/1993 | 06/2020 |
| Investacorp Advisory Services, Inc. | Miami Lakes | FL | 09/2003 | 06/2020 |
| Momentum Independent Network Inc. | Dallas | TX | 06/2020 | Present |
1] Financial Vision Group, Investment Related, Conducted from 6421 Camp Bowie Blvd, Suite 310, Fort Worth, TX 76116. The nature of the Outside Business Activity (OBA) is DBA/Fixed Insurance, my position in the organization is president. 09/01/1993 was the start of the relationship with the other business and 10 hours are devoted to the other business per week and 0 of hours are devoted to the other business during securities trading hours per month. 2] ROBERT THEISEN CPA, INVESTMENT-RELATED, 6421 CAMP BOWIE BLVD, STE 310, FORT WORTH TX 76116, PRIVATE COMPANY, SOLE PROPRIETOR, START DATE 01/01/1990, 20 HRS/MO NON-BUSINESS, 20 HRS/MO TRADING HOURS, PREPARATION OF FEDERAL AND STATE INCOME TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-30 |
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