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6600 Chase Oaks-Boulevard, Suite 150, Plano, TX 75023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
Branch Locations
6600 Chase Oaks-Boulevard, Suite 150, Plano, TX 75023 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Self Employed Software Contractor | Spring Hill | TN | 02/2012 | Present |
| Bhg | Spring Hill | TN | 12/2022 | Present |
| In-Christ Asset Management, Llc | Plano | TX | 01/2025 | Present |
BHG; Spring Hill, TN; not investment related; Software Leader since 12/2022; 240 hrs/mo Software Contractor; Spring Hill, TN; not investment related; Self Employed Software Contractor since 2/2012; 1 hr/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-15 |
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