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6540 Alliance Drive Suite 120, Rockwall, TX 75032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
6540 Alliance Drive Suite 120, Rockwall, TX 75032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Point Wealth Management, Llc | Rockwall | TX | 04/2014 | 11/2021 |
| Sterling National Financial Group | Heath | TX | 07/2012 | 05/2024 |
| Lake Point Advisory Group, Llc | Heath | TX | 10/2003 | 07/2022 |
| Mercer Global Advisors | Heath | TX | 11/2021 | 06/2022 |
| Lake Point Advisory Group | Heath | TX | 04/2007 | 11/2021 |
| Iams Wealth Management | Omaha | NE | 05/2024 | Present |
| Crestview Wealth Management, Llc | Rockwall | TX | 11/2024 | Present |
| Rise Metrics | Rockwall | TX | 01/2022 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; ROCKWALL, TX; ANNUITES, LIFE INSURANCE, LONG-TERM CARE; 10 HOURS A WEEK; 5 DURING SECURITIES TRADING HOURS; 05/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
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