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Ian Conrad Powell

Financial Serenity, LLC

Burleson, TX

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Current Employers
Financial Serenity, Llc

Burleson, TX • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-18
TX RA APPROVED 2022-06-02
  • NC RA
    APPROVED
    Since 2025-11-18
  • TX RA
    APPROVED
    Since 2022-06-02

Branch Locations

Burleson, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Parcel Service Arlington TX 08/2019 02/2021
Fts International Fort Worth TX 02/2012 02/2019
Battle Born Financial Advisor Burleson TX 09/2020 02/2021
Fortune Financial Services Monaca PA 04/2021 08/2021
Interactive Financial Advisors Burleson TX 09/2020 08/2021
Woodbury Financial Services Inc Burleson TX 08/2021 06/2022
Financial Serenity, Llc Burleson TX 01/2019 Present
  • 08/2019 → 02/2021
    United Parcel Service
    Arlington, TX
  • 02/2012 → 02/2019
    Fts International
    Fort Worth, TX
  • 09/2020 → 02/2021
    Battle Born Financial Advisor
    Burleson, TX
  • 04/2021 → 08/2021
    Fortune Financial Services
    Monaca, PA
  • 09/2020 → 08/2021
    Burleson, TX
  • 08/2021 → 06/2022
    Woodbury Financial Services Inc
    Burleson, TX
  • 01/2019 → Present
    Burleson, TX
Previous Registrations
  • 2021-08-03 → 2022-06-09
    Woodbury Financial Services, Inc.
    Burleson, TX
    Burleson, TX
    Mckinney, TX
  • 2020-09-14 → 2021-08-04
    Burleson, TX
    Burleson, TX
    Burlesn, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-26
S65 Uniform Investment Adviser Law Examination 2020-09-14
  • S63 Uniform Securities Agent State Law Examination
    2021-04-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-14
Other Names
  • Ian Powell

View on SEC IAPD

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