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1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-09 |
Branch Locations
2201 N Collins St Suite 148, Arlington, TX 76011 • United States
1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transtax Associates | Fort Worth | TX | 06/2003 | Present |
| Hd Vest Investment Services | Fort Worth | TX | 07/2015 | 05/2018 |
| Hd Vest Advisory Services, Inc. | Hurst | TX | 09/2016 | 05/2018 |
| Cpr Investments Inc. | Rochester | MI | 05/2018 | Present |
| Cpr Financial Group Llc | Rochester | MI | 05/2018 | Present |
| Inv Logistics Inc. | Hurst | TX | 05/2003 | Present |
(1) Transtax Associates;NIR; Fort Worth, TX; Accounting; President; 6/2003; 160hrs;80hrs;Tax and accounting services. (2) Inv Logisics, Inc.; NIR; Hurst, TX; President/Financial Accountant; Tax and Accounting Services; 05/2003; approximately 25 hours per week spent in this practice. (3) CPR Financial Group LLC; Investment Related; Rochester, MI; Insurance Agent; 05/2018; approximately 5 hours per month spent in this practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2015-06-28 |
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