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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-08 |
| TX | RA | APPROVED_RES | 2022-09-08 |
| NH | RA | APPROVED | 2019-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onpointe Advisory And Financial Services, Llc | Petaluma | CA | 08/2013 | Present |
| Steele Associates | Milford | NH | 01/2007 | Present |
| Coppell Advisory Solutions, Llc | Milford | NH | 04/2014 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 06/2014 | 06/2019 |
| Fusion Capital Management | Dallas | TX | 06/2019 | Present |
STEELE ASSOCIATES, TAX PREPARATION& BUSINESS SERVICES LLC, SOLE PROPRIETOR, 52 NASHUA STREET, MILFORD, NH 03055 TAX PLANNING, CONSULTING & PREPARATION SERVICES, NON-INVESTMENT RELATED, 20-30 HRS/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-30 |
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