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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-01-31 |
Branch Locations
254 E. 2Nd Street, Powell, WY 82435 • United States
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2022-09-16 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
661 Wyoming Ave, Ste 1, Powell, WY 82435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unisys | Bismarck | ND | 10/2015 | 07/2018 |
| Ameriprise Financial Services, Inc | Bismark | ND | 07/2018 | 11/2021 |
| Golden State Equity Partners, Llc | South Coast Metro | CA | 11/2021 | Present |
| Golden State Asset Management | Powell | WY | 01/2023 | Present |
| Arimathea | Powell | WY | 04/2024 | Present |
1) Golden State Equity Partners, LLC dba Heart Mountain Wealth Management - Investment related - same as main address - Wealth Manager - 9/16/2022 - 120 hours per month - 120 hours per month. 2)Golden State Asset Management - investment related - same as main address - IFA - 01/2023 - 60 hours per month - 30 during trading hours - help process trading for other advisors per CFA instruction 3)Arimathea - investment related - same as main address - IFA, VP of Diocesan Relations - 80 hours per month - 50 during trading hours - provide advice to institutions and individuals using planned models
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-20 |
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