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13355 Noel Rd Suite 1100, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2024-05-14 |
| NC | RA | APPROVED | 2024-04-05 |
| LA | RA | APPROVED | 2018-05-23 |
| TX | RA | APPROVED | 2016-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Applewhite Financial Planning, Pllc | Dallas | TX | 02/2016 | Present |
2016-Present: Certified Public Accountant/Not Investment Related/Dallas, TX/Accounting services via Applewhite Financial Planning, PLLC/Involves 50% time, including during market hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-19 |
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