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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-18 |
Branch Locations
3232 Mckinney Avenue Suite 500, Dallas, TX 75204 • United States
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • 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 |
|---|---|---|---|---|
| Ips Advisors Inc | Dallas | TX | 03/2007 | 01/2018 |
| Hub International Investment Advisory Services Inc. | Concord | CA | 02/2018 | 04/2019 |
| Visionpoint Advisory Group, Llc | Dallas | TX | 06/2019 | 12/2022 |
| Lpl Financial, Llc | Dallas | TX | 07/2019 | 06/2021 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 12/2022 | 07/2023 |
| Accelerate Retirement | Aliso Viejo | CA | 06/2023 | Present |
1. 7/3/2019 - COMMUNITY NORTH BAPTIST CHURCH - Not Investment Related - 2500 Community Avenue, McKinney, TX 75071 - Outside/W-2 Employment - Minister of Music - Started 2017 - 16 Hours Per Month/2 Hours During Securities Trading - Time Spent 10% - Lead music program, direct choir. 2. Insurance Agent - Mr. Thurston in his individual capacity, is a licensed insurance agent, and recommends the purchase of certain insurance products on a commission basis; non-investment related; less than 5 hours monthly which could be during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-07 |
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