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3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
2400 N. Stallings Dr Suite 402, Nacogdoches, TX 75964 • United States
3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pineywoods Financial Services | Nacogdoches | TX | 01/2008 | 08/2024 |
| Sageguard Investment Advisory Services | Nacogdoches | TX | 09/2012 | 09/2021 |
| Alphastar Capital Management Llc | Cornelius | NC | 07/2021 | 04/2023 |
| Sageguard Financial Group, Llc | Goodlettsville | TN | 12/2022 | 12/2025 |
| Confidently Retired | Nacogdoches | TX | 07/2024 | 01/2026 |
| Sageguard Financial Group, Llc D/B/A Confidently Retired | Goodlettsville | TN | 08/2024 | 12/2025 |
| Lasting Mark Retirement Group Llc | Nacogdoches | TX | 01/2025 | Present |
1) I am currently an independent insurance agent for Confidently Retired Financial Planning. I will be resigning this position and joining Lasting Mark Retirement Group on 1/12/2026. 2) In regard to outside business activities, I am on the board of directors for D&M Water Supply in Douglass, TX. This is a volunteer position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-30 |
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