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107 East Eleventh Street, Mount Pleasant, TX 75455 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-24 |
Branch Locations
107 East Eleventh Street, Mount Pleasant, TX 75455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Financial | Mt Pleasant | TX | 02/2008 | 12/2016 |
| Capital Investment Group, Inc | Raleigh | NC | 09/2014 | 06/2018 |
| Aksys | Mt. Pleasant | TX | 01/2017 | Present |
| Prosperity Wealth Management Inc. | San Ramon | CA | 07/2018 | 03/2023 |
| Monticello Financial Advisors, Llc | Mount Pleasant | TX | 03/2023 | Present |
1. ANNUITY KNOWLEDGE SYSTEMS. OWNER/ADVISOR. 301 N. MADISON AVE, STE 210, MY PLEASANT, TX 75455. AKSYS ANALYZES CLIENT FINANCIAL AND VARIABLE ANNUITY DATA AND PROVIDES VARIABLE ANNUITY PROPOSALS BASED ON DATA AND ESTABLISHED SUITABILITY STANDARDS. REP'S ROLE IS RESEARCH AND DEVELOPMENT, BROKER INTERFACE, AND DATA ANALYSIS. STARTED 1/2017. 80 HRS/MONTH, 50 HRS DURING NORMAL TRADING HOURS. 2. Mc2 Tax Consulting Services, LLC. Owner. Investment Related business providing tax return preparation and consulting. Located at 269 CR 4224 Mount Pleasant, TX. Started 1/2/2020. Roughly 10 hours per month, none during market hours. 3.Licensed insurance agent.May offer insurance products on an as-needed basis and receive normal and customary fees as a result of insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-14 |
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