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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-03 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
373 Collins Rd. Ne Ste 106, Cedar Rapids, IA 52402 • United States
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 |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 04/2016 | 12/2024 |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2016 | 02/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2017 | 12/2024 |
| Coppell Advisory Solutions Llc | Coppell | TX | 09/2025 | Present |
| Stallman & Squires Family Finanical Group | Cedar Rapids | IA | 01/2016 | Present |
Senior Insurance Marketing - 15 hours per month - Sell and service medicare plans GBL - 5 hours per month - service group health plans Achievement Group - Sells life insurance and annuities Ideal Producers - 15 hours per month - Sell and service annuity products Crump - 2 hours a month. Services existing life insurance contracts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
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