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300 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-04 |
Branch Locations
300 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States
5001 Spring Valley Road Suite 1060E, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Estate Management, Llc | Dallas | TX | 09/2021 | Present |
| Total Advisor Network, Llc | Spokane | TX | 05/2016 | 04/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2017 | 02/2022 |
| Kpc Financial Solutions Llc | Grapevine | TX | 02/2022 | Present |
the name of the other business: Same as Adviser; whether the business is investment-related: No; the address of the other business: Same as Adviser; the nature of the other business: Insurance sales (IEM is not a registered insurance company, just the name under which business is conducted); your position: salesperson selling Life, Acc., Health & Health insurance through appointments with various insurance companies; title, or relationship with the other business: Sales; the start date of your relationship: 2006; approximate number of hours/month you devote to the other business: varies; number of hours you devote to the other business during securities trading hours: varies; briefly describe your duties relating to the other business: sell Life, Acc., Health & Health insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-10 |
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