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15790 Dooley Road Suite 212, Addison, TX 75001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2018-01-24 |
Branch Locations
15790 Dooley Road Suite 212, Addison, TX 75001 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Irving | TX | 05/2012 | 12/2017 |
| Provident Financial Planning, Llc | Grapevine | TX | 12/2017 | Present |
1- Avondale Investment Management, Investment Related: Yes, 6805 Hillcrest Ave Ste 208, Dallas TX 75205, Nature of the Business: Chairman of Advisory Board, Start Date: 1/1/2023, Approximate Hours/Month devoted to other business: 2 hrs/month Duties: ministerial and advisory only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-15 |
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