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4400 State Highway 121 Suite 400, Lewisville, TX 75056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-03 |
Branch Locations
4400 State Highway 121 Suite 400, Lewisville, TX 75056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cashen Investment Advisors | Dallas | TX | 01/2010 | 06/2018 |
| Inwood Asset Management, Inc. | Dallas | TX | 02/2011 | 06/2018 |
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Military Sales & Services | Dallas | TX | 06/2019 | 05/2020 |
| Raleigh Investment Group/Triple R Ranch | Combine | TX | 11/2018 | 05/2020 |
| Tolleson Investment Advisors | Sunnyvale | TX | 09/2018 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | 01/2022 |
| Bright Wealth Management, Llc | Lewisville | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2011-01-31 |
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