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5068 W Plano Pkwy 385, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interlinc Financial Advisors, Inc. | Plano | TX | 10/2017 | Present |
| Interlinc Financial Advisors, Inc. | Plano | TX | 11/2016 | 12/2018 |
| Brookstone Capital Management Dba Interlinc Financial Advisors, | Plano | TX | 11/2016 | 12/2017 |
| Brookstone Capital Management Dba Educators Advantage Group | Plano | TX | 01/2016 | 11/2016 |
| Texas Family Insurance & Retirement Services, Inc. Dba Ed Adv Gp | Plano | TX | 04/2009 | Present |
Texas Family Insurance & Retirement Services, Inc.; Plano, TX; Investment Related; Owner/Insurance Agent; Fixed Insurance Sales; Started 06/2010. Approximately 120 hours per month are spent in this activity; 0 of these hours are spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
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