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14800 Landmark Blvd. Suite 848, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
14800 Landmark Blvd. Suite 848, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fluent Financial | Dallas | TX | 04/2026 | Present |
| Sepio Capital | Salt Lake City | UT | 02/2022 | 04/2026 |
| Realty One Group Signature | Salt Lake City | UT | 06/2020 | 11/2023 |
| Dialed In Fitness | Personal Trainer | UT | 09/2018 | 02/2022 |
| Equinox | Brooklyn | NY | 07/2018 | 09/2018 |
| Lifetime Fitness | South Jordan | UT | 06/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
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