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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
14850 Quorum Dr Suite 350, Dallas, TX 75254 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Author | Dallas | TX | 01/2000 | 01/2025 |
| Thompson Davis & Co., Inc. | Richmond | VA | 11/2015 | 08/2017 |
| Fuller Wealth Management Llc | Dallas | TX | 01/2016 | 01/2025 |
| Ifs Securities Inc. | Atlanta | GA | 07/2018 | 11/2019 |
| Cabot Lodge Securities Llc | New York | NY | 03/2020 | 01/2025 |
| Xo Wealth Management | Dallas | TX | 03/2016 | 01/2025 |
| A Parent Media Co. | Calgary | 06/2022 | 01/2025 | |
| Fuller Holbrook Investments | Dallas | TX | 01/2023 | 01/2025 |
| Wealth Enhancement Group | Dallas | TX | 02/2025 | Present |
| Wealth Enhancement Advisory Services | Dallas | TX | 02/2025 | Present |
DALLAS STARS FOUNDATION - DALLAS TX. NON-PROFIT. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. AUTHOR, "THE SMART LITTLE SAVER" - DALLAS, TX. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. A LIGHT IN DARK PLACES - DALLAS, TX. NON-PROFIT. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. NATIONAL KIDNEY FOUNDTATION TEXAS - DALLAS, TX. NON-PROFIT. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. FULLER HOLBROOK INVESTMENTS. DALLAS, TX. LLC TO HOLD OUTSIDE INVESTMENTS. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-21 |
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