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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-01-21 |
Branch Locations
7110 Pecan Street, Frisco, TX 75034 • United States
Tyler, TX • 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 |
|---|---|---|---|---|
| Financial Planner For Self, | Dallas | TX | 01/1975 | Present |
| Appreciable Resources Llc | Dallas | TX | 05/1982 | Present |
| Prospera Financial Services | Dallas | TX | 12/2003 | Present |
APPRECIABLE RESOURCES, LLC , MANAGING PARTNER FAMILY PARTNERSHIP INVOLVING REAL ESTATE INVESTMENTS. NON-INVESTMENT RELATED BUSINESS. * PRESIDENT/CEO OF OPUS FORTUNATUS THREE, LLC DATA CENTER, LOCATED IN DALLAS, TX, 30 HRS PER WEEK SPENT ON THIS DURING MARKET HOURS. 15% OF ANNUAL INCOME EARNED. Mr. LOLLIS IS A LIMITED PARTNER TO TUP 17000 DNP L.P. LOCATED AT 909 PAMPA DRIVE, ALLEN, TX 75013. THIS BUSINESS IS NOT INVESTMENT RELATED SPENDING 0 HOURS A WEEK CONDUCTING THIS BUSINESS. COMPENSATION IS 1-20% OF ANNUAL INCOME. FLWW, LLC dba Wealth Visory; Investment Related - Yes; 7110 Pecan Street, Frisco, TX 75034; DBA for offering financial services; Advisor; Managing Partner; 08/2021; 50 Hours per Month; 50 During Trading Hours; providing financial planning and investment-related services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-16 |
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