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560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2007-11-15 |
Branch Locations
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Wealth Management P.C. | Rockwall | TX | 11/2007 | Present |
| Lifetime Tax Advisors, Inc | Rockwall | TX | 04/2008 | Present |
| Lifetime Insurance Services, Inc. | Rockwall | TX | 10/2008 | Present |
| Lifetime Advisory Group Llc | San Juan | PR | 01/2025 | Present |
1. OWNER (80%) OF LIFETIME TAX ADVISORS SINCE 2008, INC. AND OWNER (100%) OF LIFETIME INSURANCE SERVICES, INC. SINCE 2008, ROCKWALL, TX, NON-INVESTMENT RELATED, DISTRIBUTIONS MAY BE RECEIVED. 2. OWNER AND SOLE MANAGING MEMBER OF RBPD, LLC SINCE 2017, ROCKWALL, TX, NON-INVESTMENT RELATED, DISTRIBUTIONS MAY BE RECEIVED. 3. MANAGING MEMBER OF LOTL HOLDINGS, LLC SINCE 2020, ROCKWALL, TX, NON-INVESTMENT RELATED, DISTRIBUTIONS MAY BE RECEIVED. 4. SOLE MANAGING MEMBER OF LIFETIME ADVISORY GROUP LLC, SAN JUAN PR, STARTED JAN 2025, BUSINESS CONSULTING AND MANAGEMENT SERVICES OF LIFETIME COMPANIES, RECEIVE MANAGEMENT FEES, SPENDS APPROX. 50 HOURS OR MORE PER MONTH, ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-17 |
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