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Lipan, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Money Group, Llc | Eastland | TX | 08/2016 | 01/2026 |
| Calton & Associates, Inc. | Tampa | FL | 08/2016 | 01/2026 |
| Forum Wealth Group, Llc | Lipan | TX | 01/2026 | Present |
Independent Insurance Agent Mercor, Inc.; Independent Contractor; Not Investment Related; 10 South Riverside Plaza, San Francisco CA 94102; Description: Technology / Artificial Intelligence Research Company; Responsibilities: AI Prompt reviewer/Model Evaluator/Writer; 2025-11-03; 6 Hours per month devoted to business during trading hours; 80 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business; Website address: https://work.mercor.com. Dr. Sam Pack College of Business – Tarleton State University, Financial Planning Degree Advisory Board; Volunteer Board Member; Not Investment Related; 1701 W Washington St. Stephenville TX 76401; Description: Higher Education; Responsibilities: Curriculum Assessment, Student Recruitment/Education/Engagement/Career Development; 2025-11-01; 2 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business. Matt Ervin; Owner/Manager; Not Investment Related; 300 Kickapoo Ct Lipan TX 76462; Description: Ranch/Livestock/Production; Responsibilities: Raise/Manage Livestock; 2021-11-30; 0 Hours per month devoted to business during trading hours; 20 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. GLG Consulting; Independent Contractor-Network Expert; Not investment related; 60 East 42nd Street, 3rd Floor New York NY 10165; Description: Conduct primary qualitative and quantitative research to answer complex questions and first-time problems. Field test hypotheses or gain deeper market intelligence with access to hard-to-find respondents; 2026-06-17; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0.5 Percent of total yearly compensation expected to be derived from the business; Website address for the organization: https://glg.com/.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
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