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735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidestone Financial Resources | Dallas | TX | 05/2013 | 02/2017 |
| Guidestone Financial Services | Dallas | TX | 09/2013 | 02/2017 |
| Cfo4Life | Coppell | TX | 02/2017 | 03/2017 |
| Ausdal Financial Partners, Inc. | Davenport | IA | 03/2017 | Present |
| Cfo4Life Group, Llc | Coppell | TX | 03/2017 | Present |
1) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; INVESTMENT ADVISOR REPRESENTATIVE; ACTIVITY BEGAN 02/2017; 180 HOURS PER MONTH; 125 HOURS PER MONTH DURING TRADING HOURS; REGISTERED INVESTMENT ADVISOR; 2) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 03/2017; 20 HOURS PER MONTH; 15 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE; 3) INDEPENDENT INSURANCE AGENT; COPPELL, TX; INSURANCE SALES; AGENT; ACTIVITY BEGAN 02/2026; APPROX. 1 HOUR PER MONTH; APPROX. 1HOUR DURING TRADING HOURS; INVESTMENT RELATED; APPOINTED WITH VARIOUS INSURANCE COMPANIES. MAY RECOMMEND IN//SURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. COMPENSATION BY COMMISSION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-01 |
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