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510 Austin Ave Suite 118, Waco, TX 76701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-18 |
| TX | RA | APPROVED | 2015-07-31 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Open Range Financial Group, Llc | Houston | TX | 07/2015 | Present |
BUSINESS OWNERSHIP; V-5 HOLDINGS LLC; MANAGING MEMBER / OWNER; LEGAL ENTITY ESTABLISHED TO MANAGE MY REGISTERED INVESTMENT ADVISOR PRACTICE OR BUSINESS, AND OR LEASE/ OWN OFFICE SPACE AND RENTAL PROPERTY; MANVEL, TX 77578; APRIL 2013; 1-9 HOUR PER MONTH. Open Range Insurance Group, LLC; Investment Related; 9500 Live Oak Ct, Manvel, TX 77578; Insurance Agency; Insurance Agent; 10/2023; 20 hours per month 10 during securities trading hours; insurance product sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-16 |
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