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3701 South University Drive, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
Branch Locations
3701 South University Drive, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 09/2021 |
| Nine Energy Service | Midland | TX | 12/2013 | 11/2016 |
| World Financial Group | Stephenville | TX | 02/2016 | 11/2016 |
| Lpl Financial Llc | Forth Worth | TX | 09/2021 | 02/2026 |
| Purshe Kaplan Sterling Investments, Inc. | Ft. Worth | TX | 02/2026 | 03/2026 |
| Worth Wealth Advisors, Llc | Ft. Worth | TX | 02/2026 | Present |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
1.) WORTH WEALTH ADVISORS - 3/6/26 - 3701 S University Drive, Fort Worth, TX 76109 - Wealth Consultant, Financial planning & insurance implementation, Invt Rel, IAR, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-25 |
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