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825 Watters Creek Blvd Suite 385, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
Branch Locations
Boca Raton, FL • United States
825 Watters Creek Blvd Suite 385, Allen, TX 75013 • 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 |
|---|---|---|---|---|
| Lawless Edwards & Warren | Boca Raton | FL | 02/2013 | 09/2024 |
| Ameritas Investment Corp | Lincoln | NE | 03/2013 | 09/2024 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2013 | 09/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 09/2024 |
| Revere Asset Management, Inc. | Allen | TX | 09/2024 | Present |
Member of Bakers Loft, LLC. Rental Properties. Time spent, less than 2 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-06 |
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