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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-14 |
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 |
|---|---|---|---|---|
| Ark Financial Group, Llc | Austin | TX | 12/2013 | 04/2021 |
| Ark Financial Advisors, Llc | Austin | TX | 05/2017 | 04/2021 |
| Oakwell Private Wealth Management | Austin | TX | 10/2015 | 02/2018 |
| Ark Financial Consultants | Austin | TX | 01/2018 | 04/2021 |
| Central Wealth Management Llc | Madison | WI | 04/2021 | 02/2022 |
| Entrewealth, Llc | Austin | TX | 10/2021 | Present |
| Socha Consulting | Owner | TX | 01/2019 | Present |
AMERICAN UNDERGROUND CONSTRUCTION P.O. BOX 29805 AUSTIN, TX 78755 2 HOURS PER MONTH BEGAN 10/2013 INSURANCE SALES; INVESTMENT-RELATED; AUSTIN, TX; INSURANCE AGENT; 2021; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. SOCHA CONSULTING; INVESTMENT-RELATED; AUSTIN, TX; OWNER; 2019; APPROXIMATELY 100 HRS/MO DURING TRADING HOURS; INVESTMENT ADVISING, FINANCIAL PLANNING, TAX PLANNING, BUSINESS CONSULTING NATIONAL MERCHANT ASSOCIATION; 10100 WEST CHARLESTON BLVD #210; LAS VEGAS, NV 89135; MERCHANT SERVICES; FIGUREHEAD CFO (NO ACTICE DUTIES); APRIL 2020; 0 HOURS FIRST FINANCIAL RESOURCES, LLC; 100 SPECTRUM CENTER DRIVE, SUITE 400, IRVINE, CA 92618; INSURANCE PRODUCER GROUP; PRINCIPAL; SOCHA GETS TO USE THEIR LIFE INSURANCE CONTRACTS FOR PAYOUTS; NOVEMBER 2015; 0 HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-27 |
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