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10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-07 |
Branch Locations
10000 North Central Expressway Suite 700, Dallas, TX 75231 • 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 |
|---|---|---|---|---|
| Wfg Investments, Inc. | Richardson | TX | 10/2012 | 09/2017 |
| Aperion Ria, Llc | Dallas | TX | 08/2017 | Present |
1) Philip Athey may recommend insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Clients. The sale of these products accounts for approximately 10% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-08 |
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