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Daniel Samir Tarsha

Texwealth

Plano, TX

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Current Employers
Texwealth

Plano, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-25
  • TX RA
    APPROVED
    Since 2024-01-25

Branch Locations

Plano, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Charitable Westlake TX 05/2016 09/2018
Strata Wealth Advisors, Llc Dallas TX 09/2018 01/2024
Texwealth Llc Plano TX 01/2024 Present
  • 05/2016 → 09/2018
    Fidelity Charitable
    Westlake, TX
  • 09/2018 → 01/2024
    Strata Wealth Advisors, Llc
    Dallas, TX
  • 01/2024 → Present
    Texwealth Llc
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-03
  • S66 Uniform Combined State Law Examination
    2008-04-03
Designations

View on SEC IAPD

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