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Current Employers
Michels Family Financial, Llc

6000 Western Place, Suite 380, Fort Worth, TX 76107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-20
  • TX RA
    APPROVED
    Since 2023-03-20

Branch Locations

6000 Western Place, Suite 380, Fort Worth, TX 76107 • United States

4800 Acton Hwy, Granbury, TX 76049 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Granbury TX 05/1988 03/2021
Prospera Financial Services Inc. Dallas TX 03/2021 04/2021
Michels Family Financial, Llc Fort Worth TX 03/2023 Present
Unemployed Granbury TX 05/2021 02/2023
Previous Registrations
Other Businesses

1.) COMMERCIAL RENTAL PROPERTY, OWNER, GRANBURY, TX, 8/2008, Hours per week: 1, Hours during trading: 0, 2.) DHP & ASSOCIATES, OWNER, GRANBURY, TX, 2/2024, Hours per week: 1, Hours during trading: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-29
S63 Uniform Securities Agent State Law Examination 1988-12-19
  • S66 Uniform Combined State Law Examination
    2007-03-29
  • S63 Uniform Securities Agent State Law Examination
    1988-12-19
Designations
Other Names
  • Dan Phillips

View on SEC IAPD

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