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5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3:23 Financial Services Llc | Richardson | TX | 04/2025 | 04/2026 |
| Patmos Capital Partners | Richardson | TX | 02/2025 | 04/2026 |
| Pinnacle Family Office | Dallas | TX | 01/2019 | 01/2025 |
| Student | Dallas | TX | 01/2015 | 12/2018 |
| Corus Family Wealth Advisors, Inc. | Mckinney | TX | 04/2026 | Present |
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