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Jay David Angotti

Kpc Financial Solutions, LLC

Southlake, TX

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Current Employers
Kpc Financial Solutions, Llc

300 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-17
  • TX RA
    APPROVED
    Since 2023-11-17

Branch Locations

300 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Swan Global Investments, Llc Durango CO 01/2015 02/2023
Northern Lights Distributors, Llc Elkhorn NE 02/2015 02/2023
Hilltop Securities Inc Dallas TX 02/2023 11/2023
Swan Global Investments Durango CO 01/2015 02/2023
Kpc Financial Solutions Grapevine TX 11/2023 Present
Kpc Financial Solutions Llc Grapevine TX 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-12
  • S66 Uniform Combined State Law Examination
    2016-04-12
Designations
Other Names
  • Jay Angotti
  • Jay D Angotti

View on SEC IAPD

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