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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-07 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
12636 High Luff Dr, #400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remax/Compass | Big Bear Lake | CA | 01/2013 | 12/2019 |
| Emortgage/ American Financial | Los Angeles | CA | 12/2019 | 04/2021 |
| Gw Golden Financial | Los Angeles | CA | 04/2021 | 03/2023 |
| Guardian Life Insurance Company | San Diego | CA | 03/2023 | 11/2024 |
| Park Avenue Securities | San Diego | CA | 05/2023 | 11/2024 |
| Guardian Life Insurance Company | Los Angeles | CA | 06/2024 | 11/2024 |
| Park Avenue Securities | Los Angeles | CA | 06/2024 | 11/2024 |
| Coppell Advisory Solutions Llc | Coppell | TX | 11/2024 | Present |
| Elite Resources Team | San Diego | CA | 11/2024 | Present |
the name of the other business; - Elite Resource Team the address of the other business - 12636 High Bluff Dr #400 San Diego CA 92130 the nature of the other business; - Independent Marketing Organization and Virtual Family Office your position; - Team Based Model (TBM) practitioner title, or relationship with the other business; -Financial Advisor/ Consultant the start date of your relationship; ERT - Feb 2023 the approximate number of hours/month you devote to the other business; - 20 the number of hours you devote to the other business during securities trading hours; - 2 and briefly describe your duties relating to the other business; - Specialize in working with accounting professionals to focus on offering proactive and holistic planning, allowing them to deliver more to their affluent clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-02 |
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