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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-07 |
| AR | RA | APPROVED | 2026-05-04 |
| IA | RA | APPROVED | 2026-04-28 |
| KS | RA | APPROVED | 2026-04-27 |
| LA | RA | APPROVED | 2026-04-27 |
| NE | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2025-06-07 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • 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 |
|---|---|---|---|---|
| Trinity Portfolio Advisors, Llc | Fort Worth | TX | 11/2009 | 03/2023 |
| Massmutual Life Insurance Company | Fort Worth | TX | 01/2009 | 03/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2023 | 05/2025 |
| Missionsquare Investment Services | Washington | DC | 05/2025 | Present |
| Missionsquare Retirement | Washington | DC | 05/2025 | Present |
Name: FASTer Way to Fat Loss. Non-investment related. Nature of Business: Weight loss. Address: 15550 Lightwave Dr, Clearwater, Florida 33762. Position: Ambassador. Start Date: 11/07/2024. Hours per month devoted to other business 1; during securities trading hours 0. Duties: Share my success with others.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-14 |
| S66 | Uniform Combined State Law Examination | 2005-11-01 |
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