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10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED_RES | 2025-10-01 |
Branch Locations
21 Robin Hood Lane, Troy, OH 45373 • United States
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • 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 |
|---|---|---|---|---|
| Wellness Investment Advisers Llc | Casstown | OH | 01/2016 | 10/2016 |
| Ohio Financial Center | Casstown | OH | 01/2015 | 10/2016 |
| Pinnacle Investment Advisors, Llc Fka Temple Wealth Mgmt, Llc | Troy | OH | 04/2017 | 07/2026 |
| Temple Financial Solutions | Troy | OH | 11/2016 | 07/2026 |
| College Planning Advisors, Llc | Troy | OH | 05/2017 | 01/2024 |
| Lonestar Registered Investment Advisors, Llc | Lubbock | TX | 08/2025 | Present |
| M&M Wealth Management, Llc Dba Lonestar Wealth Management | Troy | MI | 07/2026 | Present |
M&M Wealth Management, LLC dba Lonestar Wealth Management; Investment Related; start date: 11/2016; Troy, OH; LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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