FIVANCIAL ADVISORS, INC.
CRD #336326 SEC #801-132841 DALLAS, TX 855-568-3275
SEC Registered
Total AUM
$512
Discretionary
$0
Employees
1
Clients
0
Accounts
6
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DE SILVA, RAVI | I | CCO | NA | Control |
| DE SILVA, RAVI | I | CCO | NA | Control |
| DE SILVA, RAVI | I | CCO | NA | Control |
| DE SILVA, RAVI | I | CCO | NA | Control |
| DE SILVA, RAVI | I | CCO | NA | Control |
| WINGATE, JOHN | I | CEO | D | Control |
| WINGATE, JOHN | I | CEO | D | Control |
| WINGATE, JOHN | I | CEO | D | Control |
| WINGATE, JOHN | I | CEO | D | Control |
| WINGATE, JOHN | I | CEO | D | Control |
| REED, REBECCA, A | I | COO | B | Control |
| REED, REBECCA, A | I | COO | B | Control |
| REED, REBECCA, A | I | COO | B | Control |
| REED, REBECCA, A | I | COO | B | Control |
| REED, REBECCA, A | I | COO | B | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (1)
TX
Address
5910 N. CENTRAL EXPRESSWAYSUITE 1400
DALLAS, TX 75206
United States
Phone: 855-568-3275