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8111 Lyndon B Johnson Fwy Suite 1065, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-15 |
Branch Locations
8111 Lyndon B Johnson Fwy Suite 1065, Dallas, TX 75251 • 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 |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Orlando | FL | 07/2013 | 07/2018 |
| Avantax Investment Services, Inc. | Dallas | TX | 07/2018 | 09/2023 |
| Avantax Advisory Services | Dallas | TX | 07/2018 | 09/2023 |
| Avantax Insurance Agency, Llc | Dallas | TX | 01/2019 | 03/2022 |
| Borden Hamman Agency | Dallas | TX | 11/2019 | Present |
| Bfi Wealth Solutions, Llc | Dallas | TX | 03/2021 | Present |
1) Borden Hamman Agency; not investment related; 9868 Plano Rd, Dallas TX 75238; Insurance Agent; since 11/4/2019; Place Assurity coverage with individuals; approximately 3 hours per month spent on this activity. 2) BIEL FISETTE IACONO, LLP POSITION: N/A NATURE: Biel Fisette Iacono, LLP introduces their tax clients to me INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 8111 Lyndon B Johnson Fwy, Suite 1065, Dallas TX 75251, United States DESCRIPTION: N/A 3)BFI WEALTH SOLUTIONS, LLC: Investment Related; CEO & CCO; Investment Adviser; Start date 3/2021.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
| S66 | Uniform Combined State Law Examination | 2006-09-11 |
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