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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-29 |
Branch Locations
Urbandale, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 360 Holdings, Llc | San Francisco | CA | 10/2011 | Present |
| 360 Financial, Llc | Urbandale | IA | 01/2014 | Present |
DELTA SETTLEMENTS, 135 WEST BAY STREET, SUITE 400, JACKSONVILLE, FL 32202 - SETTLEMENT PLANNER, REQUIRES LIFE INSURANCE LICENSE AND PAID BY COMMISSION, ACCEPT REFERRALS FROM TRIAL ATTORNEYS AND THEIR CLIENTS AND PROVIDE PLANNING SERVICES THAT WILL LEAD TO THE PLACEMENT OF STRUCTURED SETTLEMENT ANNUITIES, COMMISSION BASED, NO PERSONAL FINANCIAL INVESTMENT, 40 HOURS PER WORK DURING TRADING HOURS. 360 FINANCIAL, LLC., 3307 146TH STREET, URBANDALE, IA 50323 - FOUNDER & CEO, CERTIFIED FINANCIAL PLANNER & CHARTERED SPECIAL NEEDS CONSULTANT, ACCEPT REFERRALS FROM TRIAL ATTORNEYS AND THEIR CLIENTS AND PROVIDE FINANCIAL PLANNING SERVICES THAT WILL LEAD TO THE PLACEMENT OF SUITABLE INVESTMENTS, FEE ONLY, 40 HOURS PER WORK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-14 |
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