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1 Information Way Suite 400, Little Rock, AR 72202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
Lewisville, TX • United States
1 Information Way Suite 400, Little Rock, AR 72202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Naviter Wealth, Llc | Little Rock | AR | 01/2026 | Present |
| Integrity Mortgage Corp Of Texas | Rockwall | TX | 05/2019 | 03/2025 |
| Homebridge Financial Services, Inc. | Dallas | TX | 03/2012 | 05/2019 |
| Mdr & Associates Inc. | Frisco | TX | 01/2024 | Present |
1) MDR & Associates Inc.; Not investment-related; Frisco, TX. 75034; Mergers and Acquisitions/Business Brokerage; COO; 1/1/2024; 140 hours per month; 80 during trading hours; Source and close M&A transactions, build relationships with strategic partners, and manage business operations 2) Nuwave Lending; Not investment-related; Grapevine, TX. 76051; Mortgage Lending; RMLO; 3/10/2025; 80 hours per month; 40 during trading trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
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