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5900 S Lake Forest Suite 300, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2017-10-27 |
Branch Locations
5900 S Lake Forest Suite 300, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fitness International Llc | Carrollton | TX | 04/2005 | 12/2016 |
| Self-Employed | Mckinney | TX | 01/2017 | 08/2017 |
| Smith Allen | Mckinney | TX | 09/2017 | Present |
| Nashional Independent Investment Management Llc | Mckinney | TX | 08/2017 | Present |
Whitney Ann Lehl Nash is an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC. Whitney Ann Lehl Nash is a personal lines property and casualty agent for Smith Allen. Above & Below 1031, LLC; investment related : Yes; 5900 South Lake Forest Dr. Ste 300, McKinney TX 75070; Above & Below 1031, LLC is a qualified intermediary that facilitates 1031 exchanges.; Mangaing Member; Act as a qualified intermediary for 1031 exchanges. ; 2018-07-01; Hours devoted to business during trading hours : 40; Hours devoted to business outside trading hours : 40; Percentage of total yearly compensation expected to be derived from the business : 40. Miller Mae Escrow Services, LLC; investment related : Yes; 5900 South Lake Forest Dr. Ste 300, McKinney TX 75070; Miller Mae Escrow Services, LLC is a company that provides escrow-only services. We act as a third-party to hold funds in an escrow account with a bank on behalf of depositors. The depositor-segregated escrow account funds are not invested in any investment vehicle.; Managing Member; Act as a third party to hold funds in escrow. Facilitate disbursements and payments as requested on behalf of the depositors.; 2018-07-01; Hours devoted to business during trading hours : 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business : 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-11 |
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