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5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-15 |
Branch Locations
5700 Granite Parkway Suite 330, Plano, TX 75024 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Plano | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Plano | TX | 05/2019 | 05/2023 |
| Astra Wealth Management Group | Plano | TX | 05/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2023 | Present |
1)TYCHE WEALTH PARTNERS LLC. Investment Related. Frisco, TX. Support Company. 16.66% Ownership. 12/18/18. Hrs/month 10 with 2 during trading hours. No Duties - Operating Company for RIA. 2) LATHAM SP LLC. Investment Related. Dallas, TX. Support Company. 100% Ownership. 12/1/2018. Hrs/month 10 with 1 during trading hours. No Duties - Operating Company for RIA. 3) PKS Financial. Investment Related. Plano, TX. Fixed Insurance Sales. Agent. 5/2023. Hrs/month 10 all during trading hours. Selling fixed insurance products. 4) Fixed Insurance. Investment Related. Plano, TX. Fixed Insurance Sales. Agent. 5/2023. Hrs/month 10 all during trading hours. Selling fixed insurance products. 5) Astra Wealth Management Group. Investment Related. Plano, TX. RIA. Partner. Investment Advisor through Outside RIA. 05/2023. Hrs/month 160 all during trading hours. Asset Management, Investment Advice, and Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-09 |
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