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3120 Sabre Drive Suite 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-07 |
Branch Locations
3120 Sabre Drive Suite 160, Southlake, TX 76092 • United States
3120 Sabre Drive Suite 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Keller | TX | 03/2015 | 06/2018 |
| Kestra Financial, Inc. | Colleyville | TX | 06/2018 | 10/2020 |
| Securities America, Inc. | Southlake | TX | 10/2020 | 06/2024 |
| Securities America Advisors | Southlake | TX | 10/2020 | 06/2024 |
| Arbor Point Advisors | Southlake | TX | 08/2022 | 11/2024 |
| Osaic Wealth, Inc. | Southlake | TX | 06/2024 | 09/2025 |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | 09/2025 |
| Prestige Wealth Management | Southlake | TX | 06/2025 | Present |
INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT = 20 HOURS PER MONTH. PWM TAX GROUP, LLC- AFFILIATED TAX ENTITY UNDER COMMON OWNERSHIP AS RIA. MANAGING MEMBER. TAX PREPARATION AND FILING SERVICES SEPARATE FROM INVESTMENT ADVISORY SERVICES. TIME SPENT = 30 HOURS / MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-08 |
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