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566 North Kimball Ave Suite 120, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-05-11 |
Branch Locations
566 North Kimball Ave Suite 120, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Planning Incorporated | Bedford | TX | 09/1997 | Present |
| Solutions 4 Wealth | Grapevine | TX | 05/2007 | Present |
ADVANCED PLANNING INC; Insurance Agent; Start: 09/1997; SouthLake, TX;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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