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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-31 |
| AZ | RA | APPROVED | 2022-06-08 |
| NV | RA | APPROVED | 2022-04-29 |
| WA | RA | APPROVED | 2022-04-19 |
| TX | RA | APPROVED_RES | 2022-04-16 |
| CA | RA | APPROVED | 2022-04-15 |
| NY | RA | APPROVED | 2022-04-15 |
| PA | RA | APPROVED | 2022-04-15 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
5401 Business Park South Suite 208, Bakersfield, CA 93309 • United States
84 W Santa Clara St Suite 734, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Jose | CA | 06/2009 | 01/2021 |
| One Seven Dba Lattice Wealth Management | Beachwood | OH | 01/2021 | 02/2022 |
| Fortune Financial Services | Monaca | PA | 05/2021 | 05/2025 |
| Integrated Advisors Network, Llc | Dallas | TX | 04/2022 | Present |
| Lattice Wealth Managment, Inc | San Jose | CA | 04/2022 | Present |
1) Lattice Wealth Management, Investment Related; 84 West Santa Clara Street, Ste 734, San Jose, CA 95113, DBA; owner; 7/2022; duties and hours in line with advisory services 2) Independent Licensed Insurance Agent; Investment Related; 1987; 84 West Santa Clara Street, Ste 734, San Jose, CA; sales and service of insurance products; Insurance; 5 hours during business hours. 3) Tarkenton Financial; investment-related; Atlanta, GA; Insurance; Representative; 11/2023; sales and service of insurance/annuity products; 5 hours during business hours 4) RossOBIs LLC ; investment-related; 84 West Santa Clara Street, Ste 734, San Jose, CA 95113; Owner; management of outside business interests; 12/21; property management; 10 hrs during business hrs 5) Just Build Wealth,investment-related; 84 West Santa Clara Street, Ste 734, San Jose, CA 95113, owner; expert witness, public speaking and book promotion; 2/2024; Promote authored books; co-host podcasts with industry professionals; Writing, Management of book website, Coach other financial advisors, create/host educational webinars for financial advisors; serve as an expert witness; 6 hours during business hours 6) SJSU Sbona Honors Program; non-investment related; One Washington Square, San José, CA 95192; Educational institution; 2/2026; tutor; Work with a small group of students leading a research project; 4 hours during business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-28 |
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