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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2024-10-03 |
| CA | RA | APPROVED | 2015-05-19 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Scottsdale | AZ | 09/2015 | 09/2018 |
| Compliance Works Inc | Palos Verdes Estates | CA | 03/2015 | 12/2017 |
| Aep Wealth Management Llc | Dallas | TX | 09/2015 | 10/2017 |
| Integrated Advisors Network Llc | Dallas | TX | 11/2015 | Present |
| Mission Institutional Advisors | Dallas | TX | 08/2017 | 03/2021 |
| Specialized Advisors, Llc | Dallas | TX | 10/2018 | 10/2019 |
SPARK, PHILLIPS & WYLER, LLC, NOT INVESTMENT RELATED, P.O. BOX 25523, DALLAS TX 75225 MANAGING MEMBER, START DATE 7/20/2003, 1 HRS/MO., 0 HRS DURING TRADING HOURS, HOLDING COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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