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Current Employers
Pierce Wealth Partners, Inc.

6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
VA RA APPROVED 2024-02-23
TX RA APPROVED 2023-03-21
  • CO RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • VA RA
    APPROVED
    Since 2024-02-23
  • TX RA
    APPROVED
    Since 2023-03-21

Branch Locations

Breckenridge, CO • United States

6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2008 → 06/2019
    Lara, May & Associates, Llc
    Falls Church, VA
  • 02/2019 → 06/2020
    Xml Financial, Llc
    Rockville, MD
  • 09/2021 → Present
    Bley Investment Group, Inc
    Fort Worth, TX
  • 06/2020 → 09/2021
    Unemployed
    Frisco, CO
  • 12/2021 → Present
    Fort Worth, TX
Previous Registrations
  • 2021-12-03 → 2022-01-03
    Breckenridge, CO
  • 2019-02-04 → 2020-07-01
    Frisco, CO
    Bethesda, MD
  • 2008-01-02 → 2019-02-01
    Xml Securities
    Breckenridge, CO
    Fairfax, VA
    Falls Church, VA
    Rockville, MD
  • 1993-08-30 → 2010-06-22
    The Lara Group, Ltd
    Falls Church, VA
    Falls Church, VA
  • 1999-07-22 → 2007-12-31
    Lara, Shull & May, Ltd
    Frisco, CO
    Falls Church, VA
    Falls Church, VA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-11-08
S65 Uniform Investment Adviser Law Examination 1993-03-05
  • S63 Uniform Securities Agent State Law Examination
    1994-11-08
  • S65 Uniform Investment Adviser Law Examination
    1993-03-05
Designations
Other Names
  • Ron Lara
  • Ron Lara

View on SEC IAPD

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