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Prosper, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-03-01 |
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 |
|---|---|---|---|---|
| Mass Mutual | Forth Worth | TX | 01/2009 | Present |
| Oakwood Advisory Group | Prosper | TX | 11/2011 | Present |
INDEPENDENT INSURANCE AGENT REPRESENTING VARIOUS INSURANCE COMPANIES OFFERING LIFE INSURANCE AND ANNUITIES. Minority Owner of the Managing Member - Investors First Capital Group, LLC - 2012 - Present Minority Owner of the Managing Member - CoveMark Oil Management, LLC - 2011- Present Minority Owner of the Managing Member - CoveMark MP Management, LLC - 2014- Present Minority Owner of the Managing Member - CoveMark Office Management, LLC - 2014 - Present Minority Owner of the Managing Member - CoveMark Oil Fund II Mgt., LLC - 2014 - Present Majority Owner of Hughes Lane LLC Majority Owner of the Managing Member - MED Income Fund Mgt., LLC - 2018-Present Majority Owner of the Managing Member - MED Income 2 Fund Management, LLC, 2019-Present Majority Owner of the Managing Member - ResponseCo MGT, LLC, 2019 - Present Majority Owner of the J Spark Entertainment Group, Inc. 2020 - Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-20 |
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