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300 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-23 |
Branch Locations
300 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthmarkets | N. Richland Hills | TX | 06/1988 | 11/2016 |
| Guardian Financial Management | Lewisville | TX | 06/2013 | 11/2016 |
| Kpc Financial Solutions | Grapevine | TX | 11/2016 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 03/2019 | 02/2022 |
| Brookstone Capital Management Llc | Wheaton | IL | 05/2015 | 03/2019 |
| Kpc Financial Solutions Llc | Grapevine | TX | 10/2021 | Present |
1.) KPC FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; hanged our primary business address. The new address is: 1701 W. Northwest Hwy, Suite 100, Grapevine, TX 7605; INSURANCE SALES; OWNER; START DATE 11/2016; APPROX 160 HR/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. I am an independent insurance agent, contracted with multiple carriers. Almost all of the commissions are upfront, by the carriers, upon payment of initial premium.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-29 |
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