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735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-15 |
Branch Locations
735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Co., & Inc. | Mckinney | TX | 06/2015 | 09/2019 |
| Usaa Investment Management Company | Addison | TX | 09/2019 | 03/2020 |
| Usaa Financial Advisors Inc | Addison | TX | 09/2019 | 03/2020 |
| Ranstad Staffing | Addison | TX | 09/2019 | 03/2020 |
| Cfo4Life Group, Llc | Coppell | TX | 03/2020 | Present |
| Ausdal Financial Partners | Davenport | IA | 06/2020 | Present |
1) CFO4LIFE, LLC; INVESTMENT RELATED; COPPELL, TX; RIA, FINANCIAL PLANNER; ACTIVITY BEGAN IN MARCH 2020; I DEVOTE APPX 175 HOURS PER MONTH OF WHICH 143 ARE DURING TRADING HOURS TO THIS ACTIVITY; ASSIST ADVISORS WITH VARIOUS PLANNING ACTIVITIES AS THEY RELATE TO CLIENTS. 2) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED SALES ASSISTANT; ACTIVITY BEGAN 06/2020; 175 HOURS PER MONTH; 143 HOURS PER MONTH DURING TRADING HOURS; REGISTERED SALES ASSISTANT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-09 |
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