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Chase Levi Mcmellian

Cfo4Life

Coppell, TX

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Current Employers
Cfo4Life

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-20
  • TX RA
    APPROVED
    Since 2021-08-20

Branch Locations

735 Plaza Blvd. Suite 100, Coppell, TX 75019 • 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
Cfo4Life Richardson TX 07/2018 Present
Pwc Dallas TX 08/2017 07/2018
Reagor Dykes Lubbock TX 01/2015 07/2017
Texas Tech University Lubbock TX 08/2012 05/2017
Ausdal Financial Partners, Inc Davenport IA 08/2018 Present
  • 07/2018 → Present
    Richardson, TX
  • 08/2017 → 07/2018
    Pwc
    Dallas, TX
  • 01/2015 → 07/2017
    Reagor Dykes
    Lubbock, TX
  • 08/2012 → 05/2017
    Texas Tech University
    Lubbock, TX
  • 08/2018 → Present
    Ausdal Financial Partners, Inc
    Davenport, IA
Other Businesses

1) INSURANCE SALES;INVESTMENT RELATED; COPPELL, TX; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 08/2018; I DEVOTE LESS THAN ONE HOUR PER MONTH AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION. 2) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; INVESTMENT ADVISER; FINANCIAL PLANNER; ACTIVITY BEGAN 07/2018; 160 HOURS PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS; FINANCIAL PLANNER; 3) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 08/2018; 20 HOUR PER MONTH; 0 HOUR PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE; 4) MC4LIFE LLC; NOT INVESTMENT-RELATED; COPPELL, TX; REAL ESTATE; ACTIVITY BEGAN 7/23/2023; LESS THAN 5 HOURS PER MONTH; 0 HOUR PER MONTH DURING TRADING HOURS; RENT COLLECTION & Maintenance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-11
  • S66 Uniform Combined State Law Examination
    2021-08-11
Other Names
  • Chase Mcmellian

View on SEC IAPD

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