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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| IN | RA | APPROVED | 2024-09-24 |
Branch Locations
417 N. Main Street 2Nd Floor, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Crown Point | IN | 01/2006 | 12/2018 |
| Charles Schwab & Co., Inc. | Merrillvillee | IN | 01/2019 | 02/2020 |
| Equity Services Inc | Montpelier | VT | 02/2020 | 09/2024 |
| National Life Group | Crown Point | IN | 02/2020 | 09/2024 |
| Prospera Financial Services Inc. | Dallas | TX | 09/2024 | Present |
Wealth Partners on Main; Investment Related - Yes; 417 N Main St., Ste 201, Crown Point, IN 46307; DBA for Advisory Practice; Owner; 09/2024; 150 Hours Per Month, 150 During Trading Hours; Comprehensive Wealth Management Practice P.E.O International; Investment Related - No; 3700 Grand Ave., Des Moines, IA 50312; Educational Support for women, Volunteer; 09/2024; 6 Hours Per Month; 2 During Trading Hours; Educational Support for women.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-21 |
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