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3120 Sabre Drive Suite 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
3120 Sabre Drive Suite 160, Southlake, TX 76092 • United States
3120 Sabre Drive Suite 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prestige Wealth Management | Southlake | TX | 03/2024 | Present |
| Northwestern Mutual | Dallas | TX | 02/2023 | 02/2024 |
| Blinn College & Texas A&M University | College Station | TX | 08/2019 | 05/2023 |
| Unemployed Minor | College Station | TX | 05/2015 | 08/2019 |
1) INSURANCE AGENT. VARIOUS CARRIERS. LIFE AND OTHER PRODUCTS. NOT INVESTMENT RELATED. TIME SPENT = 15 HOURS PER MONTH. 2) PWM Tax Group, LLC. Affiliated tax entity under common ownership of RIA. Managing Member/Tax specialist. Tax preparation and filing services separate from investment advisory services. Time spent = 30 hours/ month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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