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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-28 |
Branch Locations
#330 Lb 30 13760 Noel Road, Dallas, TX 75240 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-28 |
Branch Locations
13760 Noel Road #330 Lb 30, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Roane Skeeters, Inc | Dallas | TX | 01/1997 | Present |
| Thirty-One Gifts | Dallas | TX | 08/2010 | 09/2016 |
| Lincoln Investment | Wyncote | PA | 01/2015 | Present |
WILLIAM R. SKEETERS, INC POSITION: Administrative Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2002 ADDRESS: 13760 NOEL RD, DALLAS TX 75240 DESCRIPTION: Administrative tasks associated with billing clients for Lincoln Agent William R. Skeeters. LAKEMERE LEARNING POSITION: educational consultant, advocate and tutor NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2023 ADDRESS: 8533 Ferndale, Dallas TX 75238, United States DESCRIPTION: I tutor students with learning differences, meet with their families to plan accommodations and services with their school and do daily check ins to hold them accountable. I also assist the director of our company with parent communication and organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-02 |
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