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6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-13 |
Branch Locations
6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Overridge Wealth Advisors | Fort Worth | TX | 01/2024 | Present |
| Overridge Wealth Advisors | Fort Worth | TX | 05/2023 | 08/2023 |
| Uber | Lubbock | TX | 04/2022 | 12/2023 |
| Red River Roofing | Mansfield | TX | 05/2021 | 08/2021 |
| Noah's Pool Cleaning Service | South Lake | TX | 05/2020 | 08/2020 |
| Fort Brewery | Fort Worth | TX | 05/2019 | 08/2019 |
| Walnut Creek Country Club | Mansfield | TX | 05/2017 | 08/2018 |
| Texas Tech University | Lubbock | TX | 08/2019 | 12/2023 |
| Fellowship Academy | Kennedale | TX | 08/2017 | 06/2019 |
| Mansfield High School | Mansfield | TX | 08/2015 | 06/2017 |
1) Licensed insurance in individual capacity; Investment-Related: Yes; Commission-based insurance sales and consulting; Fort Worth, TX; Start date: 2023; Approximately 10 hours per week, all during trading hours. 2) Data annotation; Investment-Related: Yes; Crowley, TX; Artificial intelligence data annotation and model training services; independent contractor; Start date August 2026; Approximately 4 hours a week, hours will not be during securities trading hours; Duties include evaluating AI-generated financial analysis for accuracy, including valuation, market data, and risk analysis. Develops financial prompts and analytical solutions to improve AI model performance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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