Robert Richard Wolf

Current Employers

Employment History

• 09/2008 → Present
  Mpwm, Inc Dba Tf Insurance And Financial Solutions
  Mckinney, TX
• 12/2013 → Present
  Terra Firma Business & Financial Consultants, Llc
  Mckinney, TX
• 01/2016 → 12/2016
  Horter Investment Management
  Cincinnati, OH
• 05/2018 → Present
  Tf Wealth Management, Llc
  Mckinney, TX
• 12/2016 → 04/2017
  Woodbury Financial Services Inc
  Tustin, CA
• 05/2017 → 02/2018
  Sagepoint Financial
  Torrance, CA
• 06/2025 → Present
  Advisor Share Wealth Management, Llc
  Vancouver, WA

Previous Registrations

• 2018-03-05 → 2025-01-31
  Tf Wealth Management, Llc
  Mckinney, TX
  Mckinney, TX
  Mckinney, TX
• 2020-03-16 → 2021-06-02
  First Advisors National, Llc
  Orange, CA
• 2017-05-15 → 2018-02-15
  Osaic Services, Inc.
  Gardena, CA
• 2016-12-05 → 2017-05-04
  Woodbury Financial Services, Inc.
  Tustin, CA
  Tustin, CA
  Naples, FL
• 2016-01-11 → 2016-12-02
  Horter Investment Management, Llc
  Santa Ana, CA
  Cincinnati, OH
  Tustin, CA

Other Businesses

1. MPWM, INC DBA TF INSURANCE AND FINANCIAL SOLUTIONS POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 09/09/2008 ADDRESS: 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States; DESCRIPTION: Insurance related activities for P&C, Life, Health, Disability, LTC, Annuities, other voluntary insurance 2. TERRA FIRMA BUSINESS & FINANCIAL CONSULTANTS, LLC POSITION: President NATURE: LLC; INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 9/06/2013 ADDRESS: 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070. United States; DESCRIPTION: Business Consultant for small and midsize business 3. PROPERTY CASUALTY AGENT POSITION: Agent NATURE: MPWM, INC DBA TF INSURANCE AND FINANCIAL SOLUTIONS. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 09/09/2008;ADDRESS: 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States; DESCRIPTION: PROPERTY CASAULTY, COMMERCIAL, LIFE, HEALTH AND DISABILITY INSURANCE. 4. Bringing Real Solutions, LLC, dba Credo Accounting and Tax Service, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, partial owner, business to offer beneficial services to clients. Robert Wolf spends approximately 35% of his time on this activity. 5. Lupos Management, LLC, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Management company for private investment fund. Robert Wolf spends approximately 1% of his time on this activity. 6. Lupos Holdings, LLC, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Holding company for assets in private investment fund. Robert Wolf spends approximately 1 % of his time on this activity. 7. Bass & Wolf Associates LLC dba AmeriTax, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Tax Services, Robert Wolf spends approximately 3% of his time on this activity. 8. Foris Sales and Marketing LLC, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Sales and marketing services that include social media omni channel marketing along with virtual sales and assistant teams. Robert Wolf spends approximately 2% of his time on this activity. 9. no water no mold LLC. dba All Dry Services of DFW, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Water and Fire Restoration, Robert Wolf spends approximately 0% of his time on this activity. 10. Triple R USA, Inc, Owner, Robert Wolf spends approximately 5% of his time on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-10
• S63 Uniform Securities Agent State Law Examination
  2001-12-28

Other Names

• Bob Wolf