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5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-11 |
Branch Locations
5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Investment Advisors, Inc. | Fresno | CA | 08/2014 | 09/2020 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 09/2020 | 05/2023 |
| Scf Investment Advisors, Inc. | Fresno | CA | 05/2023 | 12/2024 |
| Tfr Capital | Plano | TX | 12/2024 | Present |
1) Self Employed; 5900 Kent Ct, Plano, TX; not-investment related; Life & Health Insurance; Owner; Service clients for life insurance; 0-10 hours per month; 1 during trading hours. 2) Cambridge Advisors, Inc.; 5900 Kent Ct, Plano, TX; investment related; review funds and support participants; owner; none 3) Leinart Motorsports Marketing LLC; 5900 Kent Ct, Plano, TX; not-investment related; Marketing; Owner; marketing; 0-10 hours per month; 1 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-31 |
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