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6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-25 |
| CO | RA | APPROVED | 2017-05-12 |
| TX | RA | APPROVED | 2017-05-12 |
Branch Locations
6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks Securities, Inc. | Oklahoma City | OK | 03/2013 | 05/2017 |
| Cross State Financial Group, Llc | Albuquerque | NM | 05/2017 | Present |
| Crown Capital Securities, L.P. | Orange | CA | 05/2017 | 12/2019 |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES (LIFE, ACCIDENT, HEALTH & VARIABLE ANNUITIES)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-19 |
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