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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-03 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Austin | TX | 09/2014 | Present |
| Clover Financial Group, Llc | Austin | TX | 06/2021 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 7000 NORTH MOPAC EXPRESSWAY; AUSTIN; TX; 78731; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/10/2020; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| CLOVER FINANCIAL GROUP LLC; YES; 7000 NORTH MOPAC EXPRESSWAY, AUSTIN, TX, 78731; DBA; OWNER; 06/18/2021; 160; 60; PROSPECT AND MEET WITH CLIENTS TO PROVIDE FINANCIAL ADVISE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-17 |
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