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4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States
4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howard Financial Services | Dallas | TX | 01/2017 | 04/2019 |
| Texas Tech University | Lubbock | TX | 09/2016 | 12/2016 |
| Hc Financial Advisors Inc | Lafayette | CA | 05/2019 | 08/2022 |
| The Mather Group, Llc | Chicago | IL | 08/2022 | 01/2026 |
| Aspen Wealth Management, Llc | Fort Worth | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
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