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511 East John Carpenter Freeway Suite 500, Las Colinas, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-20 |
| WA | RA | APPROVED | 2021-12-17 |
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
511 East John Carpenter Freeway Suite 500, Las Colinas, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bellevue | WA | 12/2014 | 11/2018 |
| Financial Advocates Investment Management | Bellevue | WA | 12/2014 | 11/2018 |
| Spotlight Asset Group, Inc. | Bellevue | WA | 11/2018 | 08/2021 |
| Nautical Star Financial Group Llc | Arlington | TX | 08/2021 | Present |
| Clearpoint Wealth Management | Bellevue | WA | 12/2014 | 11/2018 |
1. 1/22/2015: NO BUSINESS NAME - INVESTMENT RELATED - ISSAQUAH, WA - REAL ESTATE RENTAL - STARTED 02/01/2014 - 2 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING - RENTING OUT PERSONAL RV PERIODICALLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-11 |
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