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Harrison, AR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-16 |
| AR | RA | APPROVED | 2026-05-05 |
Branch Locations
Harrison, AR • United States
1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| AR | RA | APPROVED | 2020-09-16 |
Branch Locations
1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States
Harrison, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone Financial And Wealth Advisors, Llc | Harrison | AR | 11/2013 | 04/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2019 | 08/2019 |
| Reframe Wealth, Llc | Harrison | AR | 05/2018 | 07/2020 |
| Pensionmark Financial Group | Santa Barbara | CA | 08/2019 | 07/2020 |
| Wealthpath Investment Advisors | Little Rock | AR | 08/2019 | 07/2020 |
| Three Sixty Wealth Management, Llc | Harrison | AR | 07/2020 | Present |
| Cwm, Llc | Omaha | NE | 06/2024 | 12/2024 |
1.) Mercor, Non-investment related, Artificial intelligence consulting/training, Start date: 01/2026, 10 hours/week, activity not during securities trading hours, done after hours and on the weekends. 2.) Reframe Wealth Strategies, Non-Investment related, Insurance sales, Licensed insurance professional, Start Date: 07/2020, 10 hours/month, sometimes during securities trading hours, researching, recommending & selling insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-15 |
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