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1332 Teasley Ln Suite 229, Denton, TX 76205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2024-02-01 |
| AK | RA | APPROVED | 2023-12-22 |
Branch Locations
1332 Teasley Ln Suite 229, Denton, TX 76205 • United States
Kapolei, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Juneau | AK | 05/2015 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Juneau | AK | 11/2015 | 12/2023 |
| Kipos Wealth Llc | Denton | TX | 12/2023 | Present |
Name of Outside Business: Insurance agent/broker; Investment Related: Yes; Address of Outside Business: 1332 Teasley Ln, Suite 229, Denton TX 76205; Nature of Outside Business: Insurance; Position: Insurance Agent/Broker; Start Date:12/1/2023; Hours per month: 0-10; Hours per month during securities trading hours: 0-10; Description of Duties: offer insurance products to firm clients and receive customary fees as a result of insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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