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3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plano | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | 06/2021 |
| Institutional Securities Corp | Dallas | TX | 07/2021 | Present |
| Isc Advisors, Inc. | Dallas | TX | 07/2021 | Present |
| Isc Group, Inc. | Dallas | TX | 07/2021 | Present |
| Weybridge Wealth Management Llc | The Colony | TX | 03/2023 | Present |
-Weybridge Wealth Management LLC started 3/2023 - Owner, investment related - The Colony, TX - 1 to 2 hours a week - Runs all his business through the Investment Advisor ISC Advisor and broker-dealer Institutional Securities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-02 |
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