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701 Cool Springs Blvd Suite 340, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
701 Cool Springs Blvd Suite 340, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Usaa Investment Management | San Antonio | TX | 08/2011 | 06/2020 |
| Tgw Superiorcare Mts Llc | San Antonio | TX | 01/2014 | 03/2018 |
| Lincoln Financial Securities | Round Rock | TX | 06/2020 | 01/2024 |
| Real Talk Capital, Llc | Franklin | TN | 01/2024 | Present |
1.) CHARLIE CASTRO 2800 TREBLE LN UNIT 823 AUSTIN, TX CATEGORY: RENTAL PROPERTY INVESTMENT RELATED: YES TITLE: SELF DUTIES: COLLECT RENTAL INCOME, PROPERTY MANAGEMENT START DATE: 7/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2.) SWBC 9311 San Pedro Ave. SUITE 600, San Antonio, TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER GROUP HEALTH INSURANCE START DATE: 9/2023 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-11 |
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