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5960 Berkshire Lane, 6Th Floor, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-07 |
| FL | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
5960 Berkshire Lane, 6Th Floor, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities Inc. | Dallas | TX | 07/2016 | 01/2025 |
| Messina Wealth Management, Llc | Spring Hill | FL | 12/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1. Messina Wealth Management, LLC . Investment Related. At registered location. CEO & Financial Advisor. Managing Partner. Start date: 1/2025. 160 hours/month, 150 hours during market hours. Responsible for investment management and business management/development. 2. Fixed Insurance. Investment related. At registered location. Selling Fixed Insurance. Full Life Agent. Start date: 1/2025. 20 hours/month, 10 hours/month during trading hours. Selling and servicing life insurance policies, annuities and health insurance policies. 3. Pacific Corridor, LLC. Not investment related. 15635 Mildred Pl, #3502, Addison, TX 75001. Sole Member. Start date: 7/2020. 5 hours per month, none during market hours. Real estate investment. 4. LM Wealth Management, investment related, 15635 Mildred Pl, #3502, Addison, TX 75001. Owner, 10/13/23, 0 hours per month, 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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