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Sarah Vanhoozer Crowe

Generational Wealth Advisors

Richardson, TX

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Current Employers
Generational Wealth Advisors

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-07-19
  • TX RA
    APPROVED
    Since 2016-07-19

Branch Locations

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Talis Advisory Services, Llc Plano TX 07/2016 Present
  • 07/2016 → Present
    Talis Advisory Services, Llc
    Plano, TX
Previous Registrations
  • 2011-11-29 → 2016-07-20
    Ameriprise Financial Services, Llc
    Dallas, TX
  • 2005-04-07 → 2011-11-10
    Vsr Financial Services, Inc.
    Dallas, TX
    Dallas, TX
    Overland Park, KS
    Overland Park, KS
Other Businesses

licensed as insurance agent for life, accident, and health insurance; APRIL 2012; less than 5hrs/mo during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-03
  • S66 Uniform Combined State Law Examination
    2003-09-03
Designations
Other Names
  • Sarah V Crowe
  • Sarah V Crowe
  • Sarah Vanhoozer Lawrence
  • Sarah V Lawrence
  • Sarah Vanhoozer

View on SEC IAPD

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