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6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED | 2023-03-21 |
Branch Locations
Breckenridge, CO • United States
6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lara, May & Associates, Llc | Falls Church | VA | 01/2008 | 06/2019 |
| Xml Financial, Llc | Rockville | MD | 02/2019 | 06/2020 |
| Bley Investment Group, Inc | Fort Worth | TX | 09/2021 | Present |
| Unemployed | Frisco | CO | 06/2020 | 09/2021 |
| Pierce Wealth Partners, Inc. | Fort Worth | TX | 12/2021 | Present |
OWNER E. RONALD LARA INC. - A NON-INVESTMENT RELATED, TAX STRUCTURED COMPANY. 97 GREEN DRAKE TRAIL, BRECKENRIDGE, CO, 03/2019, 0 HOURS SELDOM ACRES H.O.A. - NON-INVESTMENT RELATED HOME OWNERS ASSOCIATION, FRISCO, CO, OFFICER, 12/2016, 0 HOURS PIERCE WEALTH PARTNERS - INVESTMENT RELATED, DBA FOR ADVISORY BUSINESS. 6300 RIDGLEA PLACE, SUITE 508, FORT WORTH, TX 76116, 12/2021 NATIONAL REPERTORY ORCHESTRA - INVESTMENT RELATED, INVESTMENT COMMITTEE MEMBER, INVOLVES WORKING WITH OTHER COMMITTEE MEMBERS TO REVIEW INVESTMENT RECOMMENDATIONS FOR THE ENDOWMENTS OF THE ORCHESTRA, 1/2022, APPROX. 4 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 1993-03-05 |
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