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3701 South University Drive, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
3701 South University Drive, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2009 | 04/2020 |
| Lpl Financial Llc | St Louis | MO | 05/2020 | 02/2026 |
| Worth Wealth Advisors, Llc | Ft. Worth | TX | 02/2026 | Present |
1) 08/08/2024 - Summit Group Wealth Management - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 07/23/2024 - 20 Hours Per Month/ During Trading 20 05/19/2025 - Summit Holdings NTX3701, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date -04/30/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-06 |
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