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Fortune Wealth Management, LLC CRD 157832
$396M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5910 N. Central Expy Suite 1599, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-07-13 |
Branch Locations
5910 N. Central Expy Suite 1599, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General American Life Insurance Co | St Louis | MO | 11/1987 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 02/2007 | 09/2017 |
| Self-Employed | Dallas | TX | 03/1981 | Present |
| Fortune Wealth Management, Llc | Dallas | TX | 06/2011 | Present |
SELF-EMPLOYED, NON-INVESTMENT RELATED, 12222 MERIT DR #1050, DALLAS TX 75251, INDEPENDENT INSURANCE AGENT SINCE 03/1981, 1 HOUR PER MONTH, NO HOURS DURING TRADING HOURS, SELL LIFE, HEALTH AND DISABILITY INSURANCE. FORTUNE WEALTH MANAGEMENT, LLC. 07/01/11 - FULL TIME. SECURITIES RELATED. 40 HOURS PER WEEK. SEC REGISTERED INVESTMENT ADVISOR. FEE BASED. OWNER OPERATOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-16 |
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