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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-14 |
| OH | RA | APPROVED | 2022-11-09 |
| NJ | RA | APPROVED | 2022-01-10 |
| NY | RA | APPROVED | 2022-01-07 |
| VA | RA | APPROVED | 2021-12-13 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
One Columbus Center Suite 600, Virginia Beach, VA 23462 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Arlington | VA | 08/2006 | 09/2019 |
| Summit Financial Group Inc | Washington | DC | 08/2006 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 12/2021 |
| Momentum Independent Network Inc. | Dallas | TX | 12/2021 | Present |
1] Bohool Asset Management; Investment related; Virginia Beach, VA; Wealth Manager; Start 12/1/2021; 8 hrs/day, 5 days/week devoted during business hours; 2-5 hrs/week devoted during non-business hrs; Provide investment advice as a RR and RIA clear exclusively through Hilltop Securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-31 |
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