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Mckinney, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Plano | TX | 09/2017 | 02/2018 |
| Fairhill School | Dallas | TX | 08/2013 | 07/2017 |
| Tusker Wealth Management, Llc | Dallas | TX | 12/2018 | Present |
| Opes One Advisors | Dallas/Frisco | TX | 05/2018 | 11/2018 |
| Mass Mutual Dallas | Dallas | TX | 02/2018 | 04/2018 |
1. Venkataraghu Kumar Komari is a licensed insurance agent with Ash brokerage. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Iris Wealth Advisory, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Iris Wealth Advisory, LLC in their capacity as a licensed insurance agent. 2.Agent for an Electronic Estate Planning Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
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