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2346 Victory Park Lane, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Round Rock I.S.D. | Austin | TX | 09/1996 | Present |
| Non-Profit Alumni Group | Dallas | TX | 01/2005 | Present |
| Cypress Wealth Management, Llc | Dallas | TX | 06/2007 | 10/2020 |
| Hartmann Taylor Wealth Management, Llc | Dallas | TX | 10/2020 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.2)DALLAS A&M CLUB; NON INVESTMENT RELATED; 3419 WESTMINSTER, PMB 339, DALLAS, TX 75205; BOARD MEMBER/VOLUNTEER;STARTED 6/1/02; 10HRS/MO.3)12TH MAN FOUNDATION;NON INVESTMENT RELATED; COLLEGE STATION, TX 77844; BOARD MEMBER/VOLUNTEER;1/1/05; 10HRS/YR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-01-14 |
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