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1785 State Hwy 26 Ste 200, Grapevine, TX 76051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-18 |
Branch Locations
1785 State Hwy 26 Ste 200, Grapevine, TX 76051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidestone Financial Services | Dallas | TX | 09/2009 | 06/2018 |
| Andries Tax Service | Flower Mound | TX | 01/2009 | 03/2018 |
| Master Plan Tax & Bookkeeping | Flower Mound | TX | 03/2018 | 11/2018 |
| Master Plan Financial Advisers | Flower Mound | TX | 04/2018 | 02/2020 |
| Guidestone Advisors | Dallas | TX | 08/2011 | 06/2018 |
| Guidestone Financial Resources | Dallas | TX | 04/2012 | 06/2018 |
| Master Plan Bookkeeping | Flower Mound | TX | 11/2018 | 07/2023 |
| Master Plan Tax Services | Flower Mound | TX | 11/2018 | Present |
| Flourish Financial Planning | Grapevine | TX | 01/2020 | Present |
(1) Andries Tax Service LLC d/b/a Master Plan Tax Services; NOT INVESTMENT RELATED; 1011 Surrey Ln Bldg 200 Ste 28, Flower Mound, TX 75022; TITLE - OWNER/Tax Preparer START - 11/28/2018 APPROXIMATELY 35 HOURS PER WEEK. DUTIES - PREPARE INDIVIDUAL AND SMALL BUSINESS INCOME TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-05 |
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