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Jeffrey Lee Mccain

Trinity Portfolio Advisors, LLC

Southlake, TX

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Current Employers
Trinity Portfolio Advisors, Llc

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-11-20
  • TX RA
    APPROVED
    Since 2009-11-20

Branch Locations

121 Countryside Court Suite 140, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Portfolio Advisors, Llc Fort Worth TX 11/2009 Present
Massmutual Life Insurance Company Fort Worth TX 12/2006 Present
Previous Registrations
Other Businesses

NAME: JEFF MCCAIN-BROKER W/ OUTSIDE INS COMPANIES INV REL ADDRESS: 121 COUNTRYSIDE CT, STE 140 SOUTHLAKE, TEXAS 76092 NATURE: TRAD INS PRODUCTS POSITION: AGENT START: 11/2006 NO.HRS/MO: 40 NO.HRS/MO DURING TRADING: 40 DUTIES: SALES/SERVICE OF TRAD INS PRODUCTS THRU APPOINTMENTS W/ VARIOUS CARRIERS NAME: CULLUM, CHALK AND MCCAIN REAL ESTATE; 121 COUNTRYSIDE COURT, STE 140, SOUTHLAKE, TX 76092; INV REL; START DATE: 3/2013; PARTNER; TIME SPENT PER MONTH: 2; TIME SPENT DURING TRADING HOURS: 0; PARTNER IN COMMERCIAL REAL ESTATE. NAME: JEFF MCCAIN; NON-INVESTMENT RELATED; PERSONAL OWNED RENTAL PROPERTY;OWNER; START DATE:10/2016; HOURS:2, NONE DURING TRADING; RENTAL PROPERTY FOR PERSONAL USE. NAME:INVESTMENT IN E-STOCKER; 1607 SLEEP HOLLOW CT, WESTLAKE, TX; NON INV RELATED; INVESTOR SOFTWARE START UP; START DATE: 09/2016; HOURS: 0; NONE DURING TRADING; PERSONAL INVESTMENT OPPORTUNITY. NAME: TEEN LIFE, INC; 2501 W SOUTHLAKE BLVD, SOUTHLAKE, TX; NON INV RELATED; BOARD MEMBER; HOURS 2 PER MONTH, NONE DURING TRADING; VOLUNTEER. NAME; WISE CNTY CHRISTIAN COUNSELING; 2200 S. FM 51, STE 500; DECATUR, TX 76234; NON INV RELATED; BOARD MEMBER; HOURS 2 PER MONTH, NONE DURING TRADING; VOLUNTEER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-22
  • S66 Uniform Combined State Law Examination
    2007-10-22
Other Names
  • Jeff Mccain
  • Jeff Lee Mccain

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