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7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-26 |
| WA | RA | APPROVED | 2024-02-26 |
Branch Locations
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Hutto, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 07/2023 | 02/2024 |
| Teacher's Pension | Oakdale | CA | 11/2022 | 02/2024 |
| Family First Life | Uncasville | CT | 05/2021 | 10/2022 |
| Sterling Computers, Inc. | North Sioux City | SD | 01/2022 | 05/2022 |
| Dell Technologies | Round Rock | TX | 11/2015 | 01/2022 |
| Forthright Capital Advisory | Las Vegas | NV | 02/2024 | Present |
| Forthright Capital Partners | Las Vegas | NV | 02/2024 | 04/2025 |
| Equis Financial | Lynchburg | VA | 04/2025 | Present |
Equis Financial; Not investment related; 3723 Old Forest Rd. Suite D Lynchburg, Virginia, 24501; Life Insurance and Annuities (no securities involved); Independent Agent (GA); General Agent; April 9, 2025; 15; 60; I'm soliciting life insurance and annuity business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-23 |
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-13 |
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