Thomas P Kroehle

Current Employers

Employment History

• 01/2005 → Present
  Income By Design
  Addison, TX
• 04/2016 → 03/2017
  Kestra Financial Services, Inc
  Austin, TX
• 03/2017 → 06/2024
  Securities America Advisors, Inc.
  Addison, TX
• 03/2017 → 06/2024
  Securities America, Inc.
  Addison, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Addison, TX

Previous Registrations

• 2017-03-31 → 2024-06-14
  Securities America Advisors, Inc.
  Addison, TX
  Aledo, TX
  Arlington, TX
• 2016-04-19 → 2017-04-05
  Kestra Advisory Services, Llc
  Willow Park, TX
• 2005-01-20 → 2016-09-22
  Kestra Investment Services, Llc
  Aledo, TX
  Dallas, TX
  Arlington, TX
  Willow Park, TX
  Frisco, TX
  Dallas, TX
  Addison, TX
• 2003-08-15 → 2005-01-07
  Securities America Advisors, Inc.
  Dallas, TX
• 2001-09-26 → 2003-07-17
  Veravest Investment Advisors, Inc.
  Dallas, TX

Other Businesses

**Trust -Trust Protector INVEST RELATED: No #HRS: 0 SEC TRADE HRS: 0 START: 01/2045 - 3939 Belt Line Rd Ste 310, Addison TX 75001 - IF or when I become a Trust Protector of a Special Needs Trust, I would have the power to add a trustee, remove a trustee with cause (approved by a judicial decision), insure the ubtebt if the trust is secure, and if not modify, provide transparency. **FOR FAMILIES OF SPECIAL NEEDS, INC. -President/ Owner -This is an approved Non-For-Profit company that provide Social Benefit Application and Appeal support, as well as a workshop educational component for special needs training. INVEST RELATED: No #HRS: 10 SEC TRADE HRS: 10 START: 01/2009 - 3939 Belt Line Rd Ste 310, Addison TX 75001 - 1.Provides Social Benefit Application and Appeal support. 2.Provides a client Workshops, that has an educational component for parent special needs training **TXLP, LLC -Owner/Consultant -TXLP, LLC DBA: Life Planning for Families of Special Needs, Inc. This is a one on one consulting company providing advise to special needs families in a well rounded format. INVEST RELATED: No #HRS: 50 SEC TRADE HRS: 40 START: 10/2001 - 3939 Belt Line Rd Ste 310, Addison TX 75001 - This is a one on one consulting company providing advise to special needs families in a well rounded format **SPECIAL NEEDS. FAMILY LLC -Owner - Special Needs. Family LLC This is an electronic training web-site (in development) for educational purpose of special needs families. INVEST RELATED: No #HRS: 0 SEC TRADE HRS: 4 START: 02/2017 - 3939 Belt Line Rd Ste 310, Addison TX 75001 - This is an electronic training web-site (in development) for educational purpose of special needs families **PORSCHE CLUB OF AMERICA, MAVERICK REGION -Instructor - Porsche Club of America, Hill Country Region INVEST RELATED: No #HRS: 15 SEC TRADE HRS: 0 START: 1/2019 - P.O. Box 6400, Columbia MD 21045 - Driver Education Instructor. **FAMILY TRUSTEE -Co-Trustee - Trustee on Family Trust Accounts for my mother Barbara D. Kroehle INVEST RELATED: Yes #HRS: 0 SEC TRADE HRS: 0 START: 4/6/1996 - 2708 Shoal Creek Cir, Plano TX 75093 - Trustee on Family Trust Accounts for my mother Barbara D. Kroehle and Jeffrey W. Kroehle Kroehle Family Trust Barbara D. Kroehle Trust Kroehle GST Marital Trust Jeffery W. Kroehle Trust Thomas P. Kroehle Jr. Trust **INCOME BY DESIGN, LP -Insurance Sales - Insurance Sales - Life, Health, Long-Term Care, Disability and Annuity INVEST RELATED: Yes #HRS: 5 SEC TRADE HRS: 5 START: 9/1/2001 - 3939 Belt Line Rd., Suite 310, Addison TX 75001 DESCRIPTION: Insurance Sales and Service of client accounts **INCOME BY DESIGN, LP -Principal - SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVEST RELATED: Yes #HRS: 240 SEC TRADE HRS: 240 START: 1/1/2001 - 3939 Belt Line Rd Ste 310, Addison TX 75001 - Yes, managed accounts **1ST LIFE PARENTS AND PARTNERS POSITION: consultant NATURE: 1st Life Parents and Partners LLC a group of parents to provide housing to special needs disabled adult children INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 1907 Seaview Dr, Flower Mound TX 75022 DESCRIPTION: Consultant to the board. The program provide housing to Disabled adult children through providers. Raise charitable donation and purchase houses for the disadvantaged. **DRIVER/RACING/COARH PORSCHE CLUB OF AMERICA, CHIN MOTORSPORTS, DIRVER'S EDGE POSITION: Racing Instructor NATURE: Personl non-paid driver/racing coach INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 2708 Shoal Creek Cir, Suite 310, Addison TX 75093, United States DESCRIPTION: High Performance Driver/Racing Education Instructor.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-25

Other Names

• Tj Kroehle