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4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-04 |
Branch Locations
4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Fort Worth | TX | 01/2015 | Present |
| Park Ave Securities | Fort Worth | TX | 01/2015 | 11/2016 |
| Aspen Wealth Management | Fort Worth | TX | 11/2016 | Present |
| Aspen Wealth Management | Fort Worth | TX | 01/2017 | Present |
| Aspen Wealth Management | Fort | TX | 01/2021 | Present |
1. On board of trustees as Treasurer at Virginia Tech Alumni Association - Dallas/Fort Worth. Has check writing authority for this organization. Spends less than 1% of his time on this activity. 2. 15% Ownership stake with Aspen Wealth Management, LLC. Managing Member. Spends less than 10 hours per month. 3. On board of trustees for The Women's Center of Tarrant County - Dallas/Fort Worth. No financial authority for this organization. Spends less than 1% of his time on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
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