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4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-28 |
Branch Locations
101 E Park Blvd Suite 1100, Plano, TX 75074 • United States
4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| The Investment Center, Inc. | Plano | TX | 10/1999 | 12/2016 |
| Ic Advisory Services, Inc. | Plano | TX | 06/2006 | 12/2016 |
| Eifler Group Lone Star | Plano | TX | 09/2013 | 02/2017 |
| Valiant Wealth Management | Plano | TX | 02/2017 | 04/2019 |
| Uber | Plano | TX | 10/2017 | 12/2017 |
| Valiant Wealth Management | Plano | TX | 10/2017 | 12/2018 |
| Tamp Advisory Solutions Llc | Destin | FL | 06/2018 | Present |
| Canyon Creek Capital Llc | Plano | TX | 08/2019 | Present |
| Valiant Wealth Management, Llc | Plano | TX | 04/2019 | 08/2019 |
| Peak Trust Financial Group Inc. | Plano | TX | 11/2019 | Present |
| Ptf Investment Advisors, Inc | Plano | TX | 11/2019 | Present |
| Advisors Excel | Topeka | KS | 09/2010 | Present |
06/2018 - PRESENT-TAMP ADVISORY SOLUTIONS, LLC- INVESTMENT ADVISOR REPRESENTATIVE. 08/2019 - Canyon Creek Capital, LLC, licensed Insurance Agency with State of Texas, Mr. Eifler does not hold direct membership in this LLC entity but is a licensed insurance agent under this Agency. Mr. Eifler operates under the name of Canyon Creek Capital as an IAR of TAMP Advisory Solutions, LLC. Canyon Creek Capital is also used for Insurance related business. 09/2010 -Advisors Excel, Topeka, KS - Position: Insurance Agent. 11/2019 -Peak Trust Financial Group Inc. 2800 North Dallas Pkwy, Plano, TX 75093 Position: Insurance Agent. 20 hours a month on all insurance related business, receives compensation. 11/2019 - PTF Investment Advisors, Inc, 2800 North Dallas Pkwy, Plano, TX 75093 Investment Adviser Representative, 20 hours a month, receives compensation, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-09 |
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