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7160 Dallas Parkway Suite 230, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
7160 Dallas Parkway Suite 230, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schlegeldunn Llc | Plano | TX | 10/2025 | Present |
| Commonwealth Financial Network | Plano | TX | 05/2005 | 10/2025 |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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