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8700 Crownhill Blvd Suite 303, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
8700 Crownhill Blvd Suite 303, San Antonio, TX 78209 • United States
10210 Frankford Ave, Suite 220, Lubbock, TX 79424 • United States
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-24 |
| NM | RA | APPROVED | 2024-02-29 |
| GA | RA | APPROVED | 2023-12-01 |
| CA | RA | APPROVED | 2023-08-15 |
| CO | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2016-08-29 |
Branch Locations
6501 Wyoming Blvd Ne Building G, Suite 3, Albuquerque, NM 87109 • United States
2911 Turtle Creek Blvd Suite 300, Dallas, TX 75205 • United States
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Groom Financial Services | Lubbock | TX | 06/2006 | Present |
| Lonestar Registered Investment Advisors, Llc | Lubbock | TX | 08/2016 | Present |
| M&M Wealth Management Llc Dba Lonestar Wealth Management | Lubbock | TX | 02/2020 | Present |
| The Viable Group, Inc. | Lubbock | TX | 08/2025 | Present |
Groom Financial Services; Investment related; Lubbock, TX; Insurance services; Owner/Insurance Agent; Start date: 06/2006; 60 hour per month; Insurance sales M&M Wealth Management,PLLC dba Lonestar Wealth Management; Investment related; Lubbock, TX; Insurance services; Insurance Agent; Start date: 02/2020; 60 hour per month; Insurance sales Lonestar Registered Investment Advisors, PLLC; Investment Related; Investment Advisor Representative; Start Date: 08/2016; Lubbock, TX; Approx 50% of time THE VIABLE GROUP, INC.; Investment Related; Investment Advisor Representative; Lubbock, TX; Start Date 08/2025; Less than 10% of time Lonestar Holdco 2, Inc., Lonestar Intermediate, LLC and Meraki Intermediate Holdings, LLC are all holding companies. No services areprovided and no time is spent in these businesses. All started 11/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-08 |
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