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1200 Summit Ave Suite 502, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
1200 Summit Ave Suite 502, Fort Worth, TX 76102 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | North Richland Hills | TX | 09/2013 | 02/2022 |
| Ameriprise Financial Services, Llc | Frisco | TX | 02/2022 | 06/2026 |
| Lpl Financial | Fort Worth | TX | 07/2026 | Present |
| Aig | Plano | TX | 09/2013 | 02/2022 |
| Thirteen Twenty-Two Advisors, Llc | Fort Worth | TX | 07/2026 | Present |
1. LPL Financial - Financial Advisor - ADDRESS: 1200 Summit Ave. Fort Worth, Texas 76102 - Duties: Providing Financial Advice, Advisory Account Management and Financial Planning for a fee - Nature for LPL: marketing financial advisory and planning services - Hours: 40 hours/month. 2. DBA of Freeman Financial Planning - Owner - ADDRESS: 1200 Summit Ave. Fort Worth, Texas 76102 - Duties: Selling Insurance (Life, DI, LTC) and conducting Brokerage Transactions - Nature for DBA: Primary business purposes - Hours: 40 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-26 |
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