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Coppell, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 07/2009 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 07/2009 | 05/2025 |
| Independent Insurance Agent | Coppell | TX | 05/2025 | Present |
| Stratia Wealth Management, Llc | Coppell | TX | 01/2025 | Present |
| Stratia Wealth Management, Llc | Coppell | TX | 05/2025 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 05/2025; COPPEL, TX; INSURANCE AND ANNUITY PRODUCT SALES; LESS THAN 20 HRS/MONTH INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-12 |
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