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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
5420 Lbj Freeway Suite 535, Dallas, TX 75240 • United States
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Austin | TX | 04/2017 | 07/2017 |
| Northwestern Mutual | Austin | TX | 01/2018 | 02/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2018 | 01/2022 |
| University Of Texas At Austin | Austin | TX | 08/2015 | 05/2018 |
| Unemployed | Austin | TX | 05/2018 | 09/2018 |
| Bfs Advisory Group | Dallas | TX | 01/2022 | 10/2023 |
| Fsc | Dallas | TX | 01/2022 | 10/2023 |
| Eq Wealth Advisors | Dallas | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-10 |
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