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280 Miron Drive, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-29 |
Branch Locations
17000 Dallas Parkway Suite 102, Dallas, TX 75248 • United States
280 Miron Drive, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Point Wealth Management, Llc | Fort Worth | TX | 05/2014 | 05/2019 |
| Gf Investment Services, Llc | Fort Worth | TX | 12/2015 | 12/2018 |
| Openair Financial, Llc | Southlake | TX | 05/2019 | Present |
| Openair Advisory, Llc | Southlake | TX | 05/2019 | Present |
| Lake Point Advisory Group | Fort Worth | TX | 05/2014 | 05/2019 |
1) OPENAIR ADVISORY - INVESTMENT RELATED SOUTHLAKE, TX SELLING INSURANCE INSURANCE AGENT 05/2019 START DATE 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-01 |
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