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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-18 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
6710 Horizon Rd #100, Heath, TX 75032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresight Financial Group | Heath | TX | 01/1995 | Present |
| Fund Architects, Llc | Heath | TX | 11/2007 | Present |
| Brokers International Financial Services, Llc. | Heath | TX | 05/2016 | Present |
1) Foresight Financial Group; Investment related; 6710 Horizon Rd, Ste 100, Heath, TX 75032; DBA for securities; Owner; 05/01/02; 40 hours per month; 40 hours during trading hours; Office duties 2) Comp Edge Financial; Not Investment Related; 6710 Horizon Rd, Ste 100, Heath, TX 75032; Wholesaling and Insurance Marketing; President; 03/01/2005; 5 hours per month; 5hours during trading hours; Director on the board na president of operations which includes the receipt of commission revenue and the payment of salaries and expenses. 3) Snover Family Limited Partnership/BIP Advisors; Not Investment Related; 6710 Horizon Rd, Suite 100, Heath, TX 75032; Property Management; President/Owner; 06/01/2007; 2 hours per month; 0 hours during trading hours; Holds Real Estate (Office Property). 4) Wolverine Insurance Agency, LLC; Not Investment Related; 6710 Horizon Rd, Ste 100, Heath, TX 75032; Fixed Insurance; President; 03/26/2024; 1 hours per month; 0 hours during trading hours; Business entity only used for fixed insurance renewal commissions. 5) LIFEMARK REINSURANCE COMPANY POSITION: Board Member NATURE: Life Mark Re is an agent-owned reinsurance company. Several large life insurers cede a portion of their mortality risk to Hannover Re. LifeMark Re has a quota share agreement with Hannover Re. After administrative costs, and stop loss expenses, prorata profits are shared with LifeMark Re. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/17/2025 ADDRESS: 8 The Green, Suite B, Dover DE 19901, United States DESCRIPTION: Borad Member to begin 12/17/2025. LifeMark Re is a US-based, agent-owned, reinsurance company. The board position is advisory only. There is no compensation other than a nominal travel stipend of $5,000. No funds are available for my use. 6) HORIZON ROAD SUITES, LLC POSITION: I am President of the FLP that owns Horizon Road Suites NATURE: This LLC holds the deed to the building that houses CompEdge Financial and Foresight Financial Group, my other OBA's. There is also another tenant that pays rent. It is all passive income as those entities pay rent to Horizon Road Suites INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 6710 Horizon Road #100, Heath TX 75032, United States DESCRIPTION: My FLP owns this entity. I manage the property held within it.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-16 |
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