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305B W Spring Creek Parkway Suite 400, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-30 |
| OH | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED | 2021-07-16 |
Branch Locations
305B W Spring Creek Pkwy Suite 400, Plano, TX 75023 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ft Worth | TX | 11/2012 | 03/2018 |
| Sigma Financial Corporation | Ann Arbor | MI | 03/2018 | 07/2021 |
| Spc | Ann Arbor | MI | 03/2018 | 07/2021 |
| Wealthstar Advisors | Plano | TX | 07/2021 | Present |
1. DBA-UPSTREAM INVESTMENT PARTNERS 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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