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8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
Providence Village, TX • United States
8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strata Wealth Advisors, Llc | Dallas | TX | 03/2023 | Present |
| Exencial Wealth Advisors | Plano | TX | 02/2022 | 02/2023 |
| True North Advisors | Dallas | TX | 01/2020 | 02/2022 |
| Hedgefield Wealth | Denton | TX | 07/2019 | 10/2019 |
| Tarrant County Community College | Forth Worth | TX | 01/2014 | 06/2017 |
| University Of North Texas | Denton | TX | 09/2017 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-07 |
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