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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-10 |
Branch Locations
200 East 7Th Street, Auburn, IN 46706 • United States
7500 Dallas Parkway Suite 475, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plano | TX | 02/2003 | 09/2020 |
| Vestpro Financial Partners, Inc. | Plano | TX | 02/2008 | 12/2018 |
| Cx Institutional, Llc | Plano | TX | 10/2018 | Present |
| Cpf Texas | Plano | TX | 03/1995 | 10/2018 |
| Cxi Advisors, Llc | Plano | TX | 05/2019 | 09/2020 |
1. 1/10/2012 - InTouch Credit Union - Not Investment Related - Non-Profit Board Member - Time Spent 1% - Volunteer Board Member. 2. 8/6/2014 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 02/22/2014 - 1 Hour Per Month During Securities Trading - Notary Public Commissioned by State of TX. No fee is charged. Used for client business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-04-04 |
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