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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 08/2011 | 01/2018 |
| Securian Financial Services, Inc | St Paul | MN | 08/2011 | 01/2018 |
| Planto Roe Financial Services | San Antonio | TX | 08/2011 | 12/2017 |
| Smith Wealth Advisors | Austin | TX | 02/2018 | 07/2024 |
| Mikel Wealth Management, Llc | Austin | TX | 06/2024 | Present |
| Symmetry Financial Services | San Antonio | TX | 01/2017 | 01/2018 |
CENTRAL PRESBYTERIAN CHURCH - NOT INVESTMENT-RELATED, 200 E 8TH STREET, AUSTIN, TX, NON-PROFIT RELIGIOUS ORGANIZATION, BOOKKEEPER, 10/2017 TO PRESENT, 20 HRS/MO WITH 0 HRS/MO DURING TRADING HOURS, BOOKKEEPING SERVICES; LAW OFFICE OF CINDY MIKEL - NOT INVESTMENT-RELATED, 5313 SERENE HILLS DRIVE #4407, AUSTIN, TX 78738, ATTORNEY SERVICES, OWNER-LAWYER, PRACTICING SINCE 11/1987, FIRM WAS ORGANIZED IN 2018; 5 HRS/MO WITH 0 HRS/MO DURING TRADING HOURS, ATTORNEY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-04 |
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