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333 East Bethany Drive Suite I-110, Allen, TX 75002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
333 East Bethany Drive Suite I-110, Allen, TX 75002 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-17 |
Branch Locations
333 East Bethany Drive Suite I120, Allen, TX 75002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Plano Tx | TX | 01/2014 | 08/2023 |
| Raymond James | Allen | TX | 08/2023 | Present |
| First Choice Financial Planning Llc | Allen | TX | 08/2023 | Present |
| Dawson Private Wealth Llc | Allen | TX | 08/2023 | Present |
| James John Hesson Llc | Allen | TX | 08/2023 | Present |
(1)Name of Business: Dawson Private Wealth Address: 333 E Bethany Dr Ste I120, Allen, TX, 75002-3813, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 08/17/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Financial Planning (2)Name of Business: JJH LLC Address: 333 E Bethany Dr Ste I120, Allen, TX, 75002-3813, United States Activity Type: Support Company - Owner Position/Title: Officer - President/Financial Advisor Investment Related: Yes Start Date: 07/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This an LLC that my CPA advised me to set up for tax purposes. This is a pass through entity for managing income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-28 |
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