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201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
5000 Overton Plaza Suite 110, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Bank | Fort Worth | TX | 06/2014 | 06/2019 |
| Frost Brokerage Services | Fort Worth | TX | 10/2017 | 06/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2019 | 11/2021 |
| Schwab Private Client Investment Advisory, Inc. | Westlake | TX | 06/2019 | 11/2021 |
| Garrett Wealth Advisory Group | Fort Worth | TX | 12/2021 | Present |
| Lpl Financial Llc | Ft Worth | TX | 12/2021 | 12/2024 |
| Bentoak Capital | Weatherford | TX | 12/2021 | Present |
1.) 12/2021 - C6 Business Owner; Investment Related: No; Location - Business Location 2213 Stanley Ave; Duties: Cattle Sales; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 24. 2.) 12/2021 - Ranch Hand; Investment Related: No; Location - Fisher County; Duties: Cattle Sales; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 48. 3.) 12/2021 - Rental Property Owner; Investment Related: No; Location - 3808 Calmont Ave; 3217 Merida Ave Fort Worth TX; Duties: Owner; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 5. 4.) 12/2021 - Rental Property Owner; Investment Related: No; Location - Hermleigh, Scurry Count TX; Duties: Owner; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 6. 5.) 01/2024 - 1881 Resources LLC; Investment Related: No; Location - Business Location; Duties: Tax/Invest Entity Owner; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 15. 6.) 01/2024 - Texas & Southwestern Cattle Raisers Association Property Rights & Tax Committee; Investment Related: No; Location - Business Location; Duties: Committee Member; Hours devoted per month to business during trading hours 0; Hours devoted per month outside of business hours 5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-09 |
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