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Westfield, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Briaud Financial Advisors | College Station | TX | 06/2011 | 07/2021 |
| Integrated Planning & Wealth Management, Llc | Carmel | IN | 07/2021 | Present |
Part-time Lecturer Name of Business: Texas A&M University Nature of Business: Education Positon: Lecturer Start Date: 1/13/2020 Number of Hours related to business: 10 hours/month Hours devoted during trading hours: None Duties: Teach 'Fundamentals of Investments' class to undergraduates pursuing their CFP(r) designation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-27 |
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