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9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-08 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | San Angelo | TX | 04/2004 | Present |
| Cla Usa Inc. | Frisco | TX | 09/2007 | 02/2019 |
| Eagle Financial Advisors, Llc | Frisco | TX | 09/2015 | Present |
| Eagle Financial Group | Frisco | TX | 02/2019 | Present |
Eagle Financial Group 9300 Wade Blvd # 100 Frisco TX 75035 Insurance Agent Since 09/17/2007 Investment Related 40 hrs during trading hours 10 hrs outside trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
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