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Registration History
2014201520162017201820192020202120222023202420252026IACORIENT (CRD# 319448)2022 - Present (2 years)IARGT WEALTH ADVISORS (CRD# 104953)2014 - 2023 (9 years)
Disclosure(s)
View By:
7/6/2017
Customer Dispute
Settled
License(s)

State Registrations

IA
Texas 11/19/2022

Current Registration(s)
IA
CORIENT (CRD#:319448)
5950 SHERRY LANE SUITE 600, DALLAS, TX 75225
Registered with this firm since 11/19/2022

Previous Registration(s)
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IA
03/21/2014 - 03/31/2023 RGT WEALTH ADVISORS (CRD#:104953) Dallas, TX
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.