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Lewisville, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Equities, Llc | Lewisville | TX | 09/2013 | 05/2017 |
| Fusion Capital Management | Coppell | TX | 09/2017 | 02/2018 |
| Metis Growth Partners, Llc | Dallas | TX | 05/2017 | 03/2022 |
| Bb&T Securities, Llc. | Richmond | VA | 03/2019 | 08/2019 |
| Franklin Parker Financial, Llc Dba Directional Advisors | Lewisville | TX | 04/2021 | Present |
| The Krause Group | Des Moines | IA | 08/2019 | 03/2022 |
| Colonial Life Insurance | Columbia | SC | 03/2005 | Present |
| Kfo | Dallas | TX | 03/2022 | Present |
| Métis Growth Partners | Mckinney | TX | 01/2017 | Present |
Colonial Life Insurance, Columbia, SC, Insurance, Insurance Agent, 03/2005, 2 hrs/month KFO, non-investment related, Dallas, TX, Business Consulting, Managing Director, 03/2022, 120 hours per month, 120 hours per month The name of the other business: Métis Growth Partners; Whether the business is investment-related: No; The address of the other business: 2816 Torreya Dr McKinney, Tx 75071; The nature of the other business: Business Consulting; Our position: Co-Founder/Advisory Board Member; Title, or relationship with the other business: Co-Founder; The start date of your relationship: 2017; The approximate number of hours/month you devote to the other business: 40; The number of hours you devote to the other business during securities trading hours: 20; And briefly describe your duties relating to the other business: Advise my partners and sometimes clients on business related issues that are non-investment related. Primarily focused on business ownership structure, operational structure, and family dynamics/succession planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2002-01-18 |
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