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8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strata Wealth Advisors, Llc | Dallas | TX | 05/2026 | Present |
| Texas A&M University | College Station | TX | 08/2022 | 05/2026 |
| Memorial High School | Frisco | TX | 08/2018 | 08/2022 |
| Staley Middle School | Frisco | TX | 07/2016 | 08/2018 |
| Hartmann Taylor Wealth Management | Dallas | TX | 05/2024 | 08/2024 |
| Strata Wealth Advisors | Dallas | TX | 05/2025 | 05/2026 |
Independent Insurance Agent; not investment-related; started 04/2024; zero hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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