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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-14 |
Branch Locations
2405 Oak Alley, Tyler, TX 75703 • United States
911 W Loop 281 Fl 2, Office 14, Longview, TX 75605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2011 | 09/2018 |
| Texas Financial And Retirement, Llc | Tyler | TX | 10/2007 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | Present |
TEXAS FINANCIAL AND RETIREMENT, LLC; INVESTMENT-RELATED; 2405 OAK ALLEY, TYLER, TX 75703; INSURANCE SALES AND SERVICE; OWNER; 10/2007; 160 HOURS PER MONTH; 160 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-17 |
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