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280 Miron Drive, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-29 |
Branch Locations
17000 Dallas Pkwy Suite 102, Dallas, TX 75248 • United States
1131 W Yellow Jacket Lane, Rockwall, TX 75087 • United States
280 Miron Drive, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Point Wealth Management, Llc | Heath | TX | 06/2015 | 05/2019 |
| Riddle Brother'S Roofing And Construction | Rowlett | TX | 04/2015 | 12/2016 |
| Lake Point Advisory Group, Llc | Rockwall | TX | 05/2014 | 05/2019 |
| Openair Financial, Llc | Rockwall | TX | 05/2019 | Present |
| Openair Advisory, Llc | Rockwall | TX | 05/2019 | Present |
1) OPENAIR ADVISORY - INVESTMENT RELATED; ROCKWALL, TX; INSURANCE AGENT; 05/2019 START DATE; 10 HOURS PER MONTH; 10 HOURS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-28 |
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