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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
Branch Locations
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legislative Counsel Bureau | Carson City | NV | 09/2016 | 02/2017 |
| Visionpoint Advisory Group, Llc | Dallas | TX | 10/2017 | Present |
| Legislative Counsel Bureau | Las Vegas | NV | 03/2017 | 09/2017 |
| Lpl Financial, Llc | Dallas | TX | 10/2017 | 05/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 12/2024 |
| Balefire, Llc | Dallas | TX | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
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