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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED | 2021-06-25 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
1415 Ballinger Street, Ft. Worth, TX 76102 • United States
412 Ponce De Leon Suite A, Hot Springs Village, AR 71909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 07/2016 | 02/2020 |
| Ciera Bank | Fort Worth | TX | 03/2020 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 09/2020 | 06/2021 |
| Unemployed | Malakoff | TX | 05/2020 | 07/2020 |
| Dallas Baptist University | Dallas | TX | 07/2020 | Present |
| Bank Of America, N.A. | Fort Worth | TX | 10/2020 | 06/2021 |
1) Name: Dallas Baptist University Position: Employee Nature: Adjunct Professor Investment Related: No Hours: 30 Securities Trading Hours: 0 Start Date: 7/1/2020 Address: 3000 Mountain Creek Pkwy, Dallas TX 75211, United States Description: Teach college classes in the school of business. 2) JH WEALTH MANAGEMENT LLC POSITION: Founder NATURE: This LLC was created as part of the agreement for future partner compensation from the Sanctuary/mFORCE AR/Marriott Wealth Advisors purchase INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2024 ADDRESS: PO BOX 344, Eustace TX 75124, United States DESCRIPTION: no daily responsibilities 3) ALTRUSA OF HSV POSITION: Officer / Director INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 21 El Cano Dr, Hot Springs Village AR 71909, United States DESCRIPTION: Officer / Director - Administrator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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