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3625 Kavanaugh Blvd. Suite A, Little Rock, AR 72205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2020-01-28 |
Branch Locations
3625 Kavanaugh Blvd. Suite A, Little Rock, AR 72205 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Round Table Services, Llc Dba Round Table Financial | Little Rock | AR | 10/2019 | 11/2020 |
| Community State Bank | Little Rock | AR | 02/2015 | 02/2019 |
| Allied Bank | Little Rock | AR | 01/2001 | 09/2016 |
| Independent Licensed Insurance Agent | Little Rock | AR | 01/2018 | Present |
| Licensed Real Estate Agent | Little Rock | AR | 02/2018 | Present |
| Round Table Services, Llc Dba Round Table Financial | Little Rock | AR | 11/2020 | Present |
| Round Table Services, Llc Dba Round Table Financial | Little Rock | AR | 12/2019 | 11/2020 |
| Giv Llc | Little Rock | AR | 10/2020 | Present |
| Texana Bank, N.A. | Little Rock | AR | 02/2026 | Present |
1) Licensed Insurance Agent; Investment Related; Little Rock, AR; Insurance Sales and Services; Since 01/2018; Less than 8 hours per month during trading hours 2) Licensed Real Estate Agent; Investment Related; Little Rock, AR; Real Estate Agent; Since 02/2018; Less than 8 hours per month during trading hours 3) Texana Bank, N.A.; Investment Related; Little Rock, AR; Mortgage Loan Originator; Since 02/2026; Less than 8 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-03 |
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