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735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-22 |
Branch Locations
735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-29 |
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