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5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
Branch Locations
5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Innovations Llc (Dba Wisdom Index Advisors) | Prosper | TX | 06/2021 | 12/2022 |
| Bahama Buck's | College Station | TX | 09/2020 | 05/2021 |
| Medical Sciences Library At Texas A&M | College Station | TX | 02/2019 | 10/2019 |
| Texas A&M | College Station | TX | 05/2018 | 05/2021 |
| Beacon Pointe Advisors | Plano | TX | 12/2020 | 01/2021 |
| Schubert And Company | Mckinney | TX | 06/2020 | 08/2020 |
| Lowe's | Allen | TX | 04/2020 | 06/2020 |
| Blinn College | Bryan | TX | 08/2017 | 05/2018 |
| Lucas Christian Academy | Lucas | TX | 08/2011 | 05/2017 |
| Schubert & Company, Inc. | Mckinney | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
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