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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-23 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
226 S. Beverly Dr. Suite 200, Beverly Hills, CA 90212 • United States
4 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 |
|---|---|---|---|---|
| Searchlight Investments, Llc | Beverly Hills | CA | 05/2015 | 03/2021 |
| Searchlight Financial Advisors | Beverly Hills | CA | 05/2013 | 01/2020 |
| Creativeone Wealth, Llc | Overland Park | KS | 02/2022 | 09/2022 |
| Coppell Advisory Solutions | Coppell | TX | 09/2022 | Present |
| Beverly Drive Financial & Insurance Solutions | Beverly Hills | CA | 01/2020 | Present |
1) BEVERLY DRIVE FINANCIAL & INSURANCE SOLUTIONS; INSURANCE AGENT; BEVERLY HILLS, CA; INSURANCE SALES AND SERVICES; 01/2020, investment related; 80 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-05 |
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