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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-14 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1200 Summit Ave., Ste. 710, Fort Worth, TX 76102 • United States
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 |
|---|---|---|---|---|
| Cowley Financial Group | Fort Worth | TX | 10/2006 | Present |
Cowley Financial Group - Life & Annuity Insurance related 1200 Summit Ave., Ste. 710, Fort Worth, TX 76102 President Hire date: 10/2006 40 hours/40hours Marketing, Sales and service of life and annuity business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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