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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
5064 E Interstate 20 Service Rd S, Willow Park, TX 76087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worthpointe | Willow Park | TX | 01/2016 | 03/2026 |
| Constitution Wealth | Willow Park | TX | 05/2022 | 12/2025 |
| Farther | Willow Park | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-12 |
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