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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-22 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 04/2014 | 02/2017 |
| Unemployed | Columbia | SC | 02/2017 | 12/2018 |
| Preferred Capital Securities, Llc | Atlanta | GA | 12/2018 | 05/2020 |
| Voya Investment Management | Altanta | GA | 05/2020 | 06/2022 |
| Voya Investments Distributor, Llc | Windsor | CT | 05/2020 | 06/2022 |
| Voya Investment Management Co. Llc | New York | NY | 05/2020 | 06/2022 |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 06/2022 | 05/2023 |
| Fusion Capital Management | Coppell | TX | 05/2023 | Present |
BELMONT CAPITAL ADVISORS START DATE OF 5/22/2023; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 10 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-10 |
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