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One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
Branch Locations
One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sears Auto Center | Sherman | TX | 08/2016 | 10/2017 |
| Acosta Sales/Marketing | Jacksonville | FL | 11/2017 | 12/2021 |
| Agile Financial Systems | Southlake | TX | 02/2022 | 11/2022 |
| Uber Eats | Plano | TX | 11/2022 | 08/2023 |
| Act Wealth Management, Llc | Allen | TX | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
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