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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-09-01 |
| LA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jba Financial Services | Longview | TX | 01/2004 | Present |
| Sagepoint Financial | Center | TX | 01/2013 | Present |
| Osaic Wealth, Inc. | Longview | TX | 09/2023 | Present |
1. JBA FINANCIAL SERVICES POSITION: Producer NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2003 ADDRESS: 2110 Horseshoe Lane, Longview TX 75605, United States; DESCRIPTION: prospecting, sales, client meetings 2. JBA FINANCIAL SERVICES POSITION: agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2003 ADDRESS: 2110 Horseshoe Lane, Longview TX 75605, United States DESCRIPTION: life and health insurance sales 3. 4MT INVESTMENTS, LLC POSITION: managing member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 2110 Horseshoe Ln, Longview TX 75605-5628, United States DESCRIPTION: managing member. Business expenses are run through 4MT Investments for Michael Black and Clint Quinn. Michael Black and Clint Quinn are business partners and share a book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-08 |
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