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2400 Lakeside Blvd Suite 200, Richardson, TX 75082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
2400 Lakeside Blvd Suite 200, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Dallas | TX | 03/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2011 | 03/2026 |
| Innovation Partners Llc | Charlotte | NC | 03/2026 | Present |
| Lemnis Capital | Richardson | TX | 03/2026 | Present |
1. LANDLORD, 5808 LORENZO DRIVE, GRAND PRAIRIE, TX Name of Business: Lemnis Capital 2. Investment-Related Nature: Yes Address of the Other Business: Richardson, TX 75082 Nature of the Other Business: Investment Advisory Position, Title, or Relationship: Registered Investment Advisor Start Date of the Relationship: 03/2026 Approximate Number of Hours per Month Devoted: 120 hrs/month 3. Name of Business: Lemnis Insurance Agency Investment-Related Nature: No Address of the Other Business: Richardson, TX 75082 Nature of the Other Business: Insurance Agency Position, Title, or Relationship: Insurance Agent Start Date of the Relationship: 03/2026 Approximate Number of Hours per Month Devoted: 120 hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-12 |
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