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200 W. Highway 6, No.614, Waco, TX 76712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Waco | TX | 07/2007 | 10/2021 |
| Securities America Advisory | Waco | TX | 07/2007 | 10/2021 |
| Wardlaw Claims Inc | Waco | TX | 01/1985 | Present |
| Author | Waco | TX | 09/1999 | Present |
| Wardlaw Wealth Management Llc | Waco | TX | 10/2021 | Present |
Name of the Other Business: Independent Insurance Agent Investment Related: N Address of the other business: 200 W STATE HIGHWAY 6 STE 614; WACO TX 76712-7923 Nature of Business: Insurance Sales Your position: agent NATURE: FIXED INSURANCE BUSINESS - INSURANCE AGENT - SALES- START Start Start Date: 08/01/1997 Number of hours per month devoted to the business: 4 Number of hours per month devoted to the business during securities trading hours: 4 Describe your duties: I keep this OBA active in case I come across fixed business. I have not marketed or sold fixed business in the past year. TREVOR P. WARDLAW Whether business in investment related: N Address: PO Box 23752, Waco TX 76712, United States Nature of Business: Book Author / Publisher Your position: Author / Publisher Start Date: 10/01/2014 Number of hours per month devoted to the business: 10 Number of hours per month devoted to the business during securities trading hours: 0 Describe your duties: Created a children's book (Rowdy the Rainbow Rabbit) with my son Brett and established an account via Amazon etc ... Also, I published information about Texas History and the Civil War. WARDLAW CLAIMS SERVICE Whether business in investment related: N Address of the other business: 2725 Texas Central Pkwy, Waco TX 76712, United States Nature of the other business: WARDLAW CLAIMS INC - INSURANCE CLAIMS ADJUSTING - WACO TX Your position: Minority owner Start Date: 01/01/1992 Number of hours per month devoted to the business: 0 Number of hours per month devoted to the business during securities trading hours: 0 Describe your duties: No activities to report. WARDLAW CABIN Whether business in investment related: No Address of the other business: 1771 Silver Tree Lane, Estes Park CO 80517, United States Nature of the other business: Rental Property Your position: owner Start Date: : 06/15/2020 Number of hours per month devoted to the business: 0 Number of hours per month devoted to the business during securities trading hours: 0 Describe your duties: Cabin rental as needed for summer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-23 |
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