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Crowley, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-02 |
| FL | RA | APPROVED | 2024-06-07 |
| MO | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED | 2020-06-12 |
| VA | RA | APPROVED | 2020-06-10 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Richmond | VA | 05/2015 | 04/2020 |
| Oneamerica Securities | Richmond | VA | 11/2015 | 04/2020 |
| Texas Elite Advisory, Llc | Dallas | TX | 05/2020 | Present |
| Anchor Financial | Richmond | VA | 06/2015 | 04/2020 |
| Jefferson Asset Management | Charlottesville | VA | 04/2020 | Present |
Non-variable insurance sales (fixed life, fixed annuities, P&C)**Part-time closer: Partners Escrow and Title, Inc. - residential real estate closings**Owner: A.S.H. Enterprises, LLC - tax vehicle for spouse's skin-care business and social media marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-08 |
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