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Current Employers
Trinity Portfolio Advisors, Llc

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2010-01-19
  • SC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2010-01-19

Branch Locations

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Six Mile, SC • 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
Massmutual Life Insurance Co. Springfield MA 07/2000 Present
Trinity Portfolio Advisors, Llc Fort Worth TX 10/2009 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-06
  • S66 Uniform Combined State Law Examination
    2000-11-06
Other Names
  • John Allen Chalk

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