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6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2014 | 01/2017 |
| Raymond James Financial Services,Inc | Dallas | TX | 01/2017 | 02/2024 |
| Southwestern Investment Group | Frisco | TX | 03/2017 | 11/2022 |
| Southwestern Investment Advisory Services | Frisco | TX | 02/2018 | 11/2022 |
| Southwestern Investment Advisory Services | Frisco | TX | 02/2018 | 11/2022 |
| Nace Wealth Team | Frisco | TN | 05/2022 | 02/2024 |
| Southwestern Investment Advisory Services | Frsco | TX | 02/2018 | 11/2022 |
| Nace Larue Wealth Team | Frisco | TX | 07/2022 | 02/2024 |
| Victory Financial Group | Austin | TX | 02/2024 | Present |
Name of Business: Financial Independence Group Address: 2Cornelius, NC Activity Type: Insurance Agent- Non Owner Position/Title: Officer - Insurance Agent Investment Related: No Start Date: 02/23/2023 Hours per month devoted to this business: 10+ Hours per month devoted to this business during trading hours: 10+ Description of duties: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
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