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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-20 |
| AR | RA | APPROVED | 2023-08-24 |
| GA | RA | APPROVED | 2023-08-21 |
| CA | RA | APPROVED | 2023-05-22 |
| FL | RA | APPROVED | 2023-05-22 |
| AL | RA | APPROVED | 2023-05-19 |
| OH | RA | APPROVED | 2023-05-19 |
| NY | RA | APPROVED | 2022-07-15 |
| IA | RA | APPROVED | 2022-05-12 |
| CO | RA | APPROVED | 2022-01-26 |
| IL | RA | APPROVED | 2020-12-17 |
| MO | RA | APPROVED | 2019-04-08 |
| OK | RA | APPROVED | 2012-11-30 |
| LA | RA | APPROVED | 2008-06-24 |
| TX | RA | APPROVED | 2008-06-23 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
600 Strada Circle Suite 210, Mansfield, TX 76063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sws Financial Services | Dallas | TX | 06/2008 | Present |
1) GENERAL LINES INSURANCE - PROPERTY AND CASUALTY - OWNER/AGENT - STARTED MARCH 2013 - ARLINGTON, TX - 0 HRS DURING BNSS HRS - 2 HRS PER WK DURING NON-BSNSS HRS - NO CONFLICTS OF INTEREST 2) HEALTH INSURANCE - OWNER/AGENT - STARTED OCT 2011 - ARLINGTON, TX - 0 HRS TIME DEVOTED - 2 HRS PER WK DURING NON-BSNSS HRS - NO CONFLICTS OF INTEREST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-22 |
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