John Prewitt is a registered investment advisor, based in Dallas, TX, with 13 years of industry experience.
Location
8144 Walnut Hill Ln., Ste 1100, Dallas, TX, 75231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several business activities, including managing a CPA practice, Cohesion Wealth Advisors (offering investment advice and fixed insurance sales), and Cohesion Business Advisors. He also sells/services life insurance products and manages an irrevocable life insurance trust, dedicating about half his time to Cohesion Business Advisors and Prewitt CPA, PLLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.