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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 04/2016 | 05/2020 |
| New York Life Insurance Company | Waltham | MA | 12/2015 | 05/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2020 | 11/2021 |
| Cetera Investment Advisers Llc | Woburn | MA | 10/2020 | 11/2021 |
| Fisher Investments | Plano | TX | 11/2021 | 08/2025 |
| Peak American Investment Advisors, Inc. | Plano | TX | 08/2025 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 08/2025 | Present |
Peak American Financial Group, Inc.; investment-related; 2400 Dallas Parkway, STE 100, Plano, TX 75093; insurance sales; Licensed Insurance Agent; started 8/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-18 |
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