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15455 Dallas Parkway, Suite 240, Addison, TX 75001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
15455 Dallas Parkway, Suite 240, Addison, TX 75001 • United States
4500 Mercantile Plaza Dr., Suite 300, Fort Worth, TX 76137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Fidelity Tax & Insurance | Lewisville | TX | 03/2010 | 11/2020 |
| Retirement Wealth Advisors | Lewisville | TX | 12/2015 | 11/2020 |
| American Retirement Institute | Kennesaw | GA | 03/2019 | Present |
| Blackridge Asset Management, Llc | Jupiter | FL | 11/2020 | Present |
| Dewitt And Dunn Financial Services, Llc | Addison | TX | 01/2024 | Present |
(1) Independent Insurance Agent; Non-Investment Related; 4500 Mercantile Plaza Dr., Suite300, Fort Worth, TX 76137; Insurance and Medicare Services and Products; Insurance Agent; 01/2024 ; Approx. 20 Hours/wk (20 during trading hours); Independently Sell Life Insurance, Medicare products and Annuities (2) American Retirement Institute, Investment Related Lewisville, TX 75067, Financial Education, Instructor, 03/2019, 10 hrs per week (10 during trading hours); educational class instructor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-24 |
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