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779 W Main Street, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apache Corporation | Houston | TX | 05/2012 | 10/2016 |
| Equinor | Austin | TX | 10/2016 | 01/2020 |
| Retirement Planners Of America | Coppell | TX | 01/2020 | 01/2022 |
| Main Street Retirement Planning | Coppell | TX | 01/2022 | Present |
INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-03 |
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