James Clifford Bassett

Current Employers

Peak American Investment Advisors, Inc.

2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-24
TX	RA	APPROVED	2015-01-29

CA RA
APPROVED

Since 2025-04-24
TX RA
APPROVED

Since 2015-01-29

Branch Locations

Grand Prairie, TX • United States

2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peak American Financial Group, Inc.	Plano	TX	10/2008	Present
Peak American Investment Advisors, Inc.	Plano	TX	01/2015	Present
Alpha Total Solutions, Llc	Grand Prairie	TX	12/1999	Present

10/2008 → Present

Peak American Financial Group, Inc.

Plano, TX
01/2015 → Present

Peak American Investment Advisors, Inc.

Plano, TX
12/1999 → Present

Alpha Total Solutions, Llc

Grand Prairie, TX

Other Businesses

1. PEAK AMERICAN FINANCIAL GROUP, INC., INVESTMENT-RELATED; 2800 NORTH DALLAS PARKWAY, #360, PLANO, TX; INSURANCE SALES; VICE PRESIDENT OF SALES; STARTED 6/13/2001. 2. ALPHA TOTAL SOLUTIONS, LLC; NOT INVESTMENT-RELATED; GRAND PRAIRIE, TX; SOFTWARE DESIGN AND REAL ESTATE COMPANY; OFFICER; STARTED DECEMBER 1999.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-21

S65 Uniform Investment Adviser Law Examination

2015-01-21

Other Names

Cliff Bassett
James Bassett

View on SEC IAPD