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6301 Gaston Ave Suite 205, Dallas, TX 75214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-20 |
Branch Locations
1000 Heritage Center Circle, Round Rock, TX 78664 • United States
6301 Gaston Ave Suite 205, Dallas, TX 75214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leap Wealth Management | Dallas | TX | 08/2014 | Present |
INDEPENDENT INSURANCE AGENT, 8604 GREENVILLE AVE. SUITE A101 MAILBOX B12 DALLAS, TX 75243; INVESTMENT RELATED, SALE OF FIXED INSURANCE AND/OR ANNUITIES; OWNER SINCE 2007, APPROX. 20 HOURS PER MONTH, LESS THAN 10 HOURS PER MONTH DURING TRADING HOURS. AUTOSHIELD, OWNER SINCE 2003, 3828 HALEYS WAY, ROUND ROCK, TX 78665; NOT INVESTMENT RELATED. SUPPLIES PAINT PROTECTION AND HEADLAMP LENS PROTECTION FILMS FOR AUTO INDUSTRY, OFF-ROAD, MOTORCYCLE AND ATV USE. APPROX. 5 HOURS PER MONTH, 3 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
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