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Fort Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 10/2019 |
| Westlake Wealth Management | Roanoke | TX | 10/2019 | 10/2021 |
| Fort Eagle Wealth Management | Fort Worth | TX | 10/2021 | Present |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 06/2025 | Present |
Fixed insurance, investment related, same address as branch, start 2024, sales person, sales of fixed insurance products, 1-2 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-15 |
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