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Anthony Julian Lara

Dhl Wealth Management LLC

Richardson, TX

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Current Employers
Dhl Wealth Management Llc

2435 N Central Expressway 775, Richardson, TX 75088 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2023-04-21
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2023-04-21

Branch Locations

2435 N Central Expressway 775, Richardson, TX 75088 • 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
Peak American Investment Advisors, Inc Anaheim CA 08/2016 10/2022
Dhl Wealth Management Llc Plano TX 01/2023 Present
Previous Registrations
Other Businesses

licensed insurance agent with American Senior Benefits

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-09
  • S65 Uniform Investment Adviser Law Examination
    2022-05-09

View on SEC IAPD

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