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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-01 |
Branch Locations
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Do College Better Tutoring | Grapevine | TX | 10/2021 | 05/2022 |
| Texas Farm Bureau Insurance Company | Waxahachie | TX | 06/2019 | 09/2021 |
| Student | Grapevine | TX | 06/2014 | 06/2019 |
| Kingswood Wealth Advisors Llc Dba Dannah Investment Group | Dallas | TX | 09/2022 | 05/2024 |
| Entrewealth Llc Dba Socha Consulting | Austin | TX | 11/2025 | Present |
| Self-Employed: Kingswood Capital Partners | Edmond | OK | 09/2025 | 11/2025 |
| Kingswood Wealth Advisors Llc Dba Dannah Investment Group | Dallas | TX | 09/2024 | 09/2025 |
| Kingswood Wealth Advisors Llc Dba Dannah Investment Group | Dallas | TX | 08/2024 | 09/2024 |
| Kingswood Wealth Advisors Llc Dba Dannah Investment Group | Dallas | TX | 06/2024 | 08/2024 |
| Kingswood Wealth Advisors Llc Dba Dannah Investment Group | Dallas | TX | 04/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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