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5748 Boat Club Road, Fort Worth, TX 76179 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Southlake | TX | 11/2014 | 03/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Waxahachie | TX | 11/2014 | 04/2017 |
| American United Life | Fort Worth | TX | 03/2017 | Present |
| Oneamerica Securities | Fort Worth | TX | 05/2017 | 03/2022 |
| Coiner Enterprises, Llc | Fort Worth | TX | 05/2017 | Present |
| Coiner Enterprises, Llc | Fort Worth | TX | 03/2022 | Present |
Independent insurance agent; not investment related; non-variable insurance sales (fixed life and fixed annuities).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-20 |
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