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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-07 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 01/2015 | 09/2018 |
| Wealthshield Llc | Charlotte | NC | 09/2018 | Present |
| Golden State Asset Management | South Coast Metro | CA | 08/2023 | Present |
| Org Partners Asset Management | Dallas | TX | 11/2024 | Present |
Golden State Asset Management, LLC Investment Related, 201 E. Sandpointe Ave Ste 460, South Coast Metro CA 92707 40 hours/week. Oversee investments made in wealth management related businesses. CCDML Ventures Group LLC, Investment Related, 101 N. Tryon St. Suite 112, Charlotte, NC 28246, Wealth Management Investments, Partner, Partner, 25 hours/month. Partner overseeing investments made in wealth management related businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-23 |
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