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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Arlington | TX | 07/2016 | 04/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2022 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2022 | 10/2024 |
| Assetfusion, Llc | San Antonio | TX | 10/2024 | Present |
1) IHL LLC / 12951 Huebner Rd # 782313, San Antonio TX 78278 / 07/01/2016 / INV REL / OWNER & INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 12 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-09 |
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