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300 Crescent Court #1776, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Four Wealth Management | Plano | TX | 03/2018 | 06/2018 |
| Advisors Resource Company | Coppell | TX | 10/2014 | 12/2017 |
| Mcgowan Group Asset Management | Dallas | TX | 07/2018 | Present |
| Midland Life Insurance | Dallas | TX | 01/2018 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
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