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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Farmers Asset Management, Llc | Benbrook | TX | 02/2026 | Present |
| Empower Brokerage | Southlake | TX | 09/2015 | 03/2017 |
| Self Employed | Fort Worth | TX | 03/2017 | 10/2022 |
| Spectra Asset Conservation | Fort Worth | TX | 10/2022 | 07/2024 |
| Elevated Capital Advisors, Llc | Sandy | UT | 07/2023 | 07/2024 |
| Amerilife | Mansfield | TX | 07/2024 | Present |
| Farmers Financial Solutions | Benbrook | TX | 03/2025 | Present |
| Farmers Insurance | Benbrook | TX | 07/2024 | Present |
FARMERS INSURANCE POSITION: Agency Producer NATURE: Insurance agency selling Home, Auto, Life, commercial and Specialty insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2024 ADDRESS: 401 Cozby St. N., ste. 110, Benbrook TX 76126, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
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