Aaron Roderick Estrada

Current Employers

Employment History

• 08/2016 → Present
  Trinity Portfolio Advisors, Llc
  Southlake, TX
• 08/2016 → Present
  Estrada Webb And Associates
  Southlake, TX

Previous Registrations

• 2014-10-08 → 2016-08-29
  Cfo4Life, L.P.
  Coppell, TX

Other Businesses

1. ACTIVITY: INSURANCE AGENT; VARIOUS COMPANIES ;NATURE OF BUSINESS: NON INVESTMENT RELATED; PROVIDING INSURANCE PRODUCTS POSITION/TITLE/ASSOCIATION & DUTIES: LICENSED INSURANCE AGENT; OFFER & RECOMMEND LIFE & HEALTH & DISABILITY INSURANCE SOLUTIONS; THROUGH VARIOUS CARRIERS COMPENSATION: COMMISSIONS START DATE OF ACTIVITY: FEBRUARY 2014 TIME SPENT: APPROXIMATELY 130 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 130 HOURS SPENT PER MONTH 2. ACTIVITY: TAX AND BUSINESS CONSULTING SERVICES NAME AND ADDRESS OF BUSINESS: ESTRADA WEBB AND ASSOCIATES, 121 COUNTRYSIDE COURT, STE 140, SOUTHLAKE, TX 76092 NATURE OF BUSINESS: NON INVESTMENT RELATED; TAX PREPARATION SERVICES, BUSINESS CONSULTING POSITION/TITLE/ASSOCIATION & DUTIES: TAX PREPARATION AND BUSINESS CONSULTING START DATE OF ACTIVITY: FEBRUARY 2014 COMPENSATION: DIRECT TIME SPENT: APPROXIMATELY 5 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 5 HOURS SPENT PER MONTH 3.ACTIVITY: BOOKKEEPING; RT LENDING, LLC; NATURE OF BUSINESS: INVESTMENT RELATED; RT LENDING LENDS FUNDS TO HOMEBUYERS ON SHORT-TERM BASIS. POSITION/TITLE/ASSOCIATION & DUTIES: PARTNER COMPENSATION: OWNERS DISTRIBUTIONS START DATE OF ACTIVITY: MARCH 2023 TIME SPENT: APPROXIMATELY 2 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 0 HOURS SPENT PER MONTH 4. ACTIVITY: COACHING YOUTH FOOTBALL. GRAPEVINE FAITH FOOTBALL LEAGUE ;NATURE OF BUSINESS: NON INVESTMENT RELATED; POSITION/TITLE/ASSOCIATION & DUTIES: FOOTBALL COACH COMPENSATION: SALARY OF $2200 START DATE OF ACTIVITY: AUGUST 2024 TIME SPENT: APPROXIMATELY 40-50 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 10 HOURS SPENT PER WEEK

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-08
• S63 Uniform Securities Agent State Law Examination
  2000-01-19