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Apeiron CRD 289273
$852M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-04 |
Branch Locations
10000 North Central Expressway Suite 700, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Dallas | TX | 05/2010 | 09/2017 |
| Aperion Ria. Llc | Dallas | TX | 08/2017 | Present |
1) James Marsden may recommend insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Clients. The sale of these products accounts for approximately 10% of his time. 2) James Marsden serves as treasurer for the Highland Village Area Baseball and Softball Association. Volunteer basis. HVABSA is not a client of Apeiron.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-25 |
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