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Ian Thomas Richards

Cmh Wealth Management

Dallas, TX

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Current Employers
Cmh Wealth Management

17304 Preston Road Suite 1350, Dallas, TX 75252 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-27
  • TX RA
    APPROVED
    Since 2023-04-27

Branch Locations

17304 Preston Road Suite 1350, Dallas, TX 75252 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burchell Denson & Morrison Abilene TX 02/2013 11/2019
Beaird Harris Dallas TX 12/2019 10/2021
Service Academy Capital Management Dallas TX 01/2022 10/2022
Service Academy Capital Management, Llc Dallas TX 12/2021 10/2022
Cmh Advisors Dallas TX 11/2022 Present
Cmh Wealth Management, Llc North Hampton NH 03/2023 Present
  • 02/2013 → 11/2019
    Burchell Denson & Morrison
    Abilene, TX
  • 12/2019 → 10/2021
    Beaird Harris
    Dallas, TX
  • 01/2022 → 10/2022
    Service Academy Capital Management
    Dallas, TX
  • 12/2021 → 10/2022
    Service Academy Capital Management, Llc
    Dallas, TX
  • 11/2022 → Present
    Cmh Advisors
    Dallas, TX
  • 03/2023 → Present
    Cmh Wealth Management, Llc
    North Hampton, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-04
  • S65 Uniform Investment Adviser Law Examination
    2021-12-04
Other Names
  • Ian T Richards
  • Ian Richards

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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