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9800 Hillwood Parkway Suite 180, Fort Worth, TX 76177 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
9800 Hillwood Parkway Suite 180, Fort Worth, TX 76177 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2011 | 01/2018 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 01/2018 | 09/2025 |
| Arwa Llc | Forth Worth | TX | 09/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Big Adventure Holdings; Not investment-related; Same address: Approx. 10 hours a month. Managing Partner, Holding Company for AspenRidge Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-19 |
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