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918 North Main Street, Salado, TX 76571 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-24 |
| LA | RA | APPROVED | 2013-10-28 |
| VA | RA | APPROVED | 2013-10-28 |
| TX | RA | APPROVED | 2007-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Personal Wealth Coach | Salado | TX | 07/2007 | Present |
1) INFUSE THE MUSE; SOLE PROP; ARTWORK & SALE OF SAME ARTWORK; OWNER; TIME SPENT:10%; OWNERSHIP:100%. 2)Salado Montessori Inc.; Chairman of the Board; 501(c)(3) educational institution; Time Spent 10%; Ownership 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-01 |
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