Best Investors Account Sign in

Russell Dean Boaz

Cfo4Life

Coppell, TX

Claim This Profile
Current Employers
Cfo4Life

735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-22
  • TX RA
    APPROVED
    Since 2017-03-22

Branch Locations

735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cfo4Life, L.P. Coppell TX 01/2013 03/2017
Ausdal Financial Partners Davenport IA 10/2013 Present
Cfo4Life Group, Llc Coppell TX 03/2017 Present
  • 01/2013 → 03/2017
    Cfo4Life, L.P.
    Coppell, TX
  • 10/2013 → Present
    Ausdal Financial Partners
    Davenport, IA
  • 03/2017 → Present
    Cfo4Life Group, Llc
    Coppell, TX
Previous Registrations
  • 2013-06-21 → 2017-03-21
    Cfo4Life, L.P.
    Coppell, TX
  • 2008-05-01 → 2012-12-21
    Dallas, TX
Other Businesses

1) INDEPENDENT INSURANCE AGENT; COPPELL, TX; INSURANCE SALES; AGENT; APPROX. 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; APPOINTED WTH VARIOUS LIFE, HEALTH, DISABILTY INSURANCE COMPANIES. MAY RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. COMPENSATION BY COMMISSION. 2) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; INVESTMENT ADVISOR; INVESTMENT ADVISER REPRESENTATIVE; ACTIVITY BEGAN 01/2013; 140 HOURS PER MONTH; 100 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT ADVISER REPRESENTATIVE; 3) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 10/2013; 20 HOUR PER MONTH; 15 HOUR PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE; 4) LMBC II, LLC; NOT INVESTMENT RELATED; COPPELL, TX; TAX PREPARATION/BOOKKEEPING; CPA; ACTIVITY BEGAN 03/2026; I DEVOTE APPX 10 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; PROVIDE TAX PLANNING SERVICES FOR CLIENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-04-29
  • S63 Uniform Securities Agent State Law Examination
    2008-04-29
Designations
Other Names
  • Rusty Dean Boaz
  • Rusty Boaz
  • Russell Dean Boaz
  • Russell Dean Boaz

View on SEC IAPD

More in Coppell, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor