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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 | 2023-05-24 |
Branch Locations
4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States
4200 S. Hulen Street Suite 422, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2014 | 03/2021 |
| Unemployed | Austin | TX | 04/2021 | 03/2022 |
| Vision Point Advisory Group | Dallas | TX | 04/2022 | 12/2022 |
| Unemployed | Fort Worth | TX | 01/2023 | 05/2023 |
| Aspen Wealth Management | Fort Worth | TX | 05/2023 | Present |
10/2014- INSURANCE AGENT. VARIOUS CARRIERS. LIFE, HEALTH AND FIXED ANNUITIES. NOT INVESTMENT RELATED. TIME SPENT = 10 HOURS PER MONTH. 10/2023- BOARD MEMBER. COASTAL CONSERVATION ASSOCIATION BOARD MEMBER. VOLUNTEER. NO COMPENSATION RECEIVED. TIME SPENT = 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-10 |
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