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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Security Corporation | Calabasas | CA | 11/2012 | 06/2018 |
| Lgt Insurance Services | Dallas | TX | 07/2011 | 06/2018 |
| Lane Gorman Trubitt, Pllc | Dallas | TX | 03/2010 | 06/2018 |
| Lgt Financial Advisors Llc | Dallas | TX | 01/2013 | 06/2018 |
| Lido Advisors, Llc | Beverly Hills | CA | 07/2015 | 06/2018 |
| Lgt Financial Advisors Llc | Dallas | TX | 07/2021 | 06/2023 |
| Lgt Insurance Services | Dallas | TX | 07/2021 | 06/2023 |
| Lane Gorman Trubitt, Pllc | Dallas | TX | 07/2021 | 06/2023 |
| Home Maker | Dallas | TX | 06/2018 | 06/2021 |
| Org Partners Llc | Dallas | TX | 08/2023 | Present |
| Org Wealth Partners | Dallas | TX | 01/2025 | Present |
Licensed Insurance Agent. Licensed since 2011; this is in conjunction with her investment advisor role. Financial Planner for 3rd Decade in Tucson, AZ. All activity is pro bono. 10 hours per month are spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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