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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-02 |
Branch Locations
2820 Dallas Parkway, Plano, TX 75093 • United States
1224 S. River Road B-201, Office 231, St. George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 05/2014 | 11/2016 |
| Financial Engines Advisors L.L.C. | St. George | UT | 12/2016 | 02/2023 |
| Retirement Planners Of America | Plano | TX | 02/2023 | Present |
NAME: Saint George Music Theater; INVESTMENT RELATED: No; ADDRESS; 212 N. Main St. St. George, UT 84770; NATURE: Musical theater; POSITION/RELATIONSHIP: Set design specialist; START DATE: January 2021; HOURS PER MONTH: 16; HOURS DURING TRADING HOURS: 0; DUTIES: Build sets for shows.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-25 |
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