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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-14 |
Branch Locations
10101 Reunion Pl One Union Square-Ste 300, San Antonio, TX 78216-4157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | San Antonio | TX | 05/2015 | 09/2017 |
| Futurity First | San Antonio | TX | 07/2014 | 01/2018 |
| Sequent Planning, Llc | San Antonio | TX | 09/2017 | 01/2018 |
| Massmutual Life Insurance Company | San Antonio | TX | 01/2018 | Present |
| Mml Investors Services, Llc | San Antonio | TX | 01/2018 | Present |
NAME: P. JORDAN SMITH JR INV REL: Y ADD: 10101 REUNION PLACE SUITE 300 SAN ANTONIO TX 78216NATURE: INDIVIDUAL HEALTH/ GROUP LIFE/HEALTH, INSURANCE BROKERAGE POSITION: AGENT START DATE: 12/20/2016 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 (2) NAME: TEXAS MEDICARE 101 INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: TEACHING AN INFORMATIONAL MEDICARE CLASS THROUGH LOCAL SCHOOL DISTRICTS' ADULT & COMMUNITY EDUCATION DEPARTMENT POSITION: OWNER START DATE: 9/15/2016 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 (3) NAME: MY DEAF NEXUS, LLC 10101 REUNION PL STE 300 SAN ANTONIO TX 78216 NATURE: LIFE, DI, HEALTH INSURANCE POSITION: REGISTERED BROKER START DATE: 1/1/2021 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 DUTIES: MAKING FINANCIAL WORLD ACCESSIBLE FOR THE DEAF COMMUNITY. ACTIVELY MARKETING AND SELLING INSURANCE PRODUCTS UTILIZING TECHNOLOGIES TO BRIDGE THE COMMUNICATION BARRIER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-28 |
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