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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
Walnut Creek, CA • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Walnut Creek | CA | 08/2016 | 05/2017 |
| Jp Morgan Securities, Llc | Walnut Creek | CA | 08/2016 | 05/2017 |
| Anderson Cpas | Walnut Creek | CA | 02/2012 | 05/2021 |
| Whitehall-Parker Securities, Llc | Walnut Creek | CA | 12/2017 | 01/2021 |
| Frontier Wealth Strategies L.P. | Walnut Creek | CA | 08/2017 | 07/2022 |
| Watts Advisor Tax Planning | Walnut Creek | CA | 01/2022 | Present |
| Lpl Financial | Walnut Creek | CA | 07/2022 | 06/2025 |
| Wealth Enhancement Brokerage Services | Walnut Creek | CA | 07/2022 | 06/2025 |
| Wealth Enhancement Group | Walnut Creek | CA | 07/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Walnut Creek | CA | 07/2022 | 05/2025 |
| Wealth Enhancement Brokerage Services, Llc | Walnut Creek | CA | 06/2025 | 06/2025 |
| Coppell Advisory Solutaions Llc | Coppell | TX | 08/2025 | Present |
Gary Watts sells insurance products and does tax planning through his company, Watts Advisor Tax Planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2009-09-30 |
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