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Oris Wealth Designs LLC CRD 308463
$2.00M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Southlake, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountainhead Capital Management, Llc | Southlake | TX | 08/2018 | Present |
| Insurance Broker - Self Employed | Southlake | TX | 01/2016 | Present |
| Oris Wealth Designs Llc | Southlake | TX | 09/2020 | Present |
Insurance licensed since 1998. Self-employed (sole proprietor) as insurance broker selling or soliciting long-term care, disability, life, and annuities insurance products for multiple insurance companies; not investment related. Located at 950 E State Hwy 114, Ste 160, Southlake, TX. Currently, I spend the majority of my time on this business. fountainhead asset management RIA firm IAR 950 e. state highway 14 suite 160 southlake tx 76092 investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-04 |
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