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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-24 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
985 Interstate 10 N Suite 110H, Beaumont,, TX 77706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fine Future Financial | Beaumont | TX | 01/2013 | 04/2023 |
| Brookstone Capital Management Llc | Beaumont | TX | 12/2015 | 04/2023 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2023 | Present |
| Foundational Wealth Partners | Beaumont | TX | 04/2023 | Present |
1.)Life Insurance and fixed insurance based business, such as annuities and long term care insurance. I work with Foundational Wealth Partners in this regard. Address is: 985 IH-10 North, Suite 110H, Beaumont, TX 77706. This is an independent insurance business that provides fixed financial products and estate planning services. I am an agent. My duties include meeting with clients and implementing fixed financial products so that they can meet their financial goals. I am also a consumer specialist with MasterCare America, focusing on providing long term insurance coverage to clients across the country. 2.) Grand Terebinth Enterprises LLC; Not Investment Related; Beaumont, TX; LLC that will be paid for my insurance commissions and advisory fees; State Date 2023; Approx. 0 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-14 |
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