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9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED | 2015-05-26 |
Branch Locations
209 E. Main St # 111, Waxahachie, TX 75165 • United States
9300 Wade Blvd. Suite 100, Frisco, TX 75035 • United States
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 |
|---|---|---|---|---|
| Silver Tree Financial | Ft Worth | TX | 07/2004 | Present |
| Eagle Financial Group | Frisco | TX | 02/2019 | Present |
| Eagle Financial Advisors, Llc | Frisco | TX | 01/2014 | Present |
SILVER TREE FINANCIAL LLC 1508 WESTLAKE DR PLANO, TX 75075 OWNER/PRESIDENT PROVIDE HEALTH INSURANCE, FIXED INDEX ANNUITIES AND LIFE INSURANCE TO NON CLA CLIENTS 5 HOURS A MONTH SANO PROPERTY HOLDING LLC 1508 WESTLAKE DRIVE PLANO TX 75075 OWNER/PRESIDENT RETAIN PROPERTIES FROM TIME TO TIME IN ORDER TO PURCHASE AND RE-SALE IN POSITIVE REHAB SITUATION. OPPORTUNITY BUYING 1-3 HOURS PER MONTH CLA USA INSURANCE SALES EAGLE FINANCIAL GROUP 9300 WADE BLVD # 100 100 FRISCO TX 75035 INSURANCE AGENT MARKETS AND SERVICES FIXED ANNUITIES AND FIXED LIFE INSURANCE PRODUCTS 40 HRS DURING TRADING HOURS 10 HRS OUTSIDE TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-22 |
| S66 | Uniform Combined State Law Examination | 2007-11-18 |
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