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16475 Dallas Parkway Suite 835, Addison, TX 75001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-19 |
Branch Locations
16475 Dallas Parkway Suite 835, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 02/2010 | 12/2017 |
| First Financial Coaching, Inc (F/K/A Your Financial Coach, Inc.) | Addison | TX | 06/2010 | 06/2022 |
| Spectrum Wealth Management, Llc | Meredith | CO | 05/2022 | Present |
| Thomas E. Hatfield Iv Sole Proprietor Dba Hatfield Financial | Addison | TX | 01/1997 | Present |
| Family Freedom Wealth Management, Llc | Addison | TX | 09/2024 | Present |
THOMAS HATFIELD IV DBA HATFIELD FINANCIAL; INSURANCE AGENT; INVESTMENT RELATED; 01/1997; ADDISON, TX 75001, LIFE INSURANCE PRODUCT SALES, 40 HRS/MO,INCLUDING DURING TRADING HOURS. HILLCREST LACROSS ASSOCIATION; NON-INVESTMENT RELATED; 10/2015; DALLAS, TX; COACH AND BOARD MEMBER; 40 HRS/MONTH JANUARY-APRIL 5 HOURS/MONTH MAY-DECEMBER OUTSIDE OF TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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