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201 Ft. Worth Hwy., Weatherford, TX 76086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Financial Company | Dallas | TX | 08/2017 | 05/2023 |
| Lowell And Company | Lubbock | TX | 12/2016 | 07/2017 |
| Double-T Painting | Lubbock | TX | 01/2011 | 07/2017 |
| Student | Lubbock | TX | 01/2007 | 12/2017 |
| Lpl Financial Llc | Lubbock | TX | 06/2023 | 12/2024 |
| Bentoak Capital | Lubbock | TX | 06/2023 | Present |
| Garrett Wealth Advisory Group, Llc | Lubbock | TX | 12/2023 | Present |
1.) 09/2022 - Texas Tech Personal Financial Planning Alumni Advisory Board - Non-Profit Board Member - Not Investment Related - Lubbock TX - 5 Hours/Month, 0 Hours During Securities Trading. 2.) 01/2025 - Tanner Castle Music - Musician - Not Investment Related - Lubbock TX - 1 Hour/Month, 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-08 |
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