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2821 West 7Th Street Suite 550, Fort Worth, TX 76107-8912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-01-04 |
Branch Locations
2821 West 7Th Street Suite 550, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Beachwood | OH | 01/2002 | Present |
| The Capital Chart Room, Ltd | Fort Worth | TX | 01/2002 | Present |
1. PRESIDENT AND CEO OF TCCR HOLDINGS, LTD. SALARY, BONUS, AND OWNER DISTRIBUTIONS FROM TCCR HOLDINGS, LTD. REGISTERED REPRESENTATIVE OF VALMARK SECURITIES, INC. UNDER A SECURITIES COMPENSATION ARRANGEMENT. LICENSED INSURANCE AGENT OF TCCR HOLDINGS, LTD. AND EXECUTIVE INSURANCE AGENCY, INC. UNDER A COMPENSATION ARRANGEMENT. APPROXIMATELY 5% OF TIME DEVOTED TO INSURANCE BUSINESS/// 2. TGBTG, CCL, 2851 WEST 7TH STREET, STE. 550, FORT WORTH, TX 76107; WRITING A BOOK, AUTHOR; NOT INVESTMENT RELATED; STARTED 01/01/2015; FINANCIAL INTEREST-YES, OWNER; COMPENSATION-BOOK SALES, SPEAKING ENGAGEMENTS///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-12 |
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