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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-12-04 |
Branch Locations
Hot Springs, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Advisors, Inc. | Hot Springs | AR | 05/2015 | Present |
| Onpointe Advisory And Financial Services Llc | Petaluma | CA | 05/2017 | 09/2017 |
| Optivise Advisory Services, Llc | Dallas | TX | 05/2019 | 12/2021 |
| Black Knight Wealth Management, Llc | Frisco | TX | 11/2023 | Present |
05/2015 Vision Advisors, Inc.: non-investment related; Marketer; 40 hours per week during trading hours; recruit agents, conduct product training, and provide case design, illustrations and sales support for annuity and life insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
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