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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Dallas | TX | 10/2011 | 10/2018 |
| Black Knight Wealth Management, Llc | Frisco | TX | 10/2020 | Present |
| Life Investors Management Company | Southlake | TX | 04/2019 | Present |
| Kaplan Professional | Dallas | TX | 03/2019 | 05/2020 |
| Self Employed | Dallas | TX | 10/2018 | 03/2019 |
I own Black Creek Consulting LLC where I provide sales consulting to investment Firms
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-29 |
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