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13760 Noel Road, Suite 330, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
13760 Noel Road, Suite 330, Dallas, TX 75240 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-01-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-01-04 |
| CA | RA | APPROVED | 2013-12-13 |
Branch Locations
2533 Cherryvale Ct, Highlands Ranch, CO 80126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Airlines | Oakland | CA | 07/2005 | Present |
| Great American Advisors | Dallas | TX | 07/2007 | Present |
| Lincoln Investment | Sacramento | CA | 08/2010 | Present |
LIFE INSURANCE SALES POSITION: Independent Life and Health Insurance Agent. NATURE: Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 2543 Campden Way, Sacramento CA 95833, United States DESCRIPTION: Independent Agent for Life insurance sales WILLIAM R. SKEETERS, INC. POSITION: With Lincoln's approval, share in active management fees with a portion of my security and annuity clients. NATURE: active investment management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2013 ADDRESS: 1370 Noel Rd, Suite #330, Dallas TX 75240, United States DESCRIPTION: Provide approval for shared management of client accounts and monitor the management oftheir portfolios. SOUTHWEST AIRLINES POSITION: Airline Pilot NATURE: Airline INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2005 ADDRESS: DEN pilot base SWA Flt Ops, 7640 N. Undergrove St, Unit E, Denver CO 80249, United States DESCRIPTION: Transport People and freight by airplane
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-27 |
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