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713 Main Street, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Coppell | TX | 03/2008 | 08/2017 |
| Collective Wealth Advisors Llc | Coppell | TX | 08/2017 | Present |
| Sole Proprietor | Coppell | TX | 12/1993 | 05/2024 |
| St. Peter Lutheran Church | Gun Barrell City | TX | 09/2018 | Present |
| Collective Wealth Advisors Llc | Coppe;; | TX | 08/2017 | 02/2026 |
St. Peter Lutheran Church; Gun Barrell City, TX; Interim Pastor-worship and religious education; non-investment related; 16 hours per month; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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