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913 N Academy Ave, New Braunfels, TX 78130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| First Fidelity Tax & Insurance | New Braunfels | TX | 10/2000 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 11/2019 | 05/2024 |
| Capital Income Solutions, Llc | New Braunfels | TX | 10/2019 | 05/2024 |
| Capital Income Solutions, Llc | New Braunfels | TX | 05/2024 | 05/2024 |
| First Fidelity Wealth Management | New Braunfels | TX | 01/2025 | Present |
Agents Advisory Group LLC DBA: First Fidelity Tax and Insurance 913 N. Academy Ave. New Braunfels, TX 78130 Co-Owner - Insurance and annuity sales Oct 2000 approx. 30hrs weekly 12 months out of the year. I sell life insurance and fixed indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-08 |
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