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121 Countryside Court Suite 140, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2010-01-19 |
Branch Locations
121 Countryside Court Suite 140, Southlake, TX 76092 • United States
Six Mile, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Springfield | MA | 07/2000 | Present |
| Trinity Portfolio Advisors, Llc | Fort Worth | TX | 10/2009 | Present |
1.TRAD LIFE INS;121 COUNTRYSIDE COURT, STE 140, SOUTHLAKE,TX;1/2001 BRK; 1HR; 2.PKE,LLC; NOT INV;REAL ESTATE INV; MANAGER;3500 CITY CENTER TOWER II; FT WORTH, TX; 8/1999;1HR; 3.CURRENTLY SVC EIA'S JOHN CHALK.DUTIES:SALES.EIA SALES & SERVICE INV REL NAT:I INTEND TO SERVICE CLIENTS W/ EIA CONTRACTS THE WERE SOLD PRIOR 8/1/07. POS:AGENT DATE: 2004.HR/MO:0-1 NO. HR/MO DURING SEC TRADING: 0-1. 4.TRINITY LIFE SETTLEMENTS; 121 COUNTRYSIDE CT, STE 140 SOUTHLAKE, TX 76092; INV REL; START DATE 7/23/2021; MANAGER; TIME SPENT PER MONTH LESS THAN 5 HOURS; TIME SPENT DURING TRADING HOURS; LESS THAN 1 HOUR; PRIVATE PLACEMENT MANAGEMENT, CLOSED TO NEW INVESTMENTS. 5. CUPOLA CA LLC AND CUPOLA EQ, LLC; NON INV, 1508 THOMPSONS STATION RD W. THOMPSON'S STATION TN 37179, HOLDING COMPANY FOR CLINICS, BOARD MEMBER, 1/12025, 2 HOURS/MONTHLY DEVOTED DURING NON-TRADING HOURS, BOARD LEVEL STRATEGIC PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-06 |
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