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Robert Scott Williams

Peak American Investment Advisors, Inc.

Plano, TX

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Current Employers
Peak American Investment Advisors, Inc.

2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-03
  • TX RA
    APPROVED
    Since 2020-08-03

Branch Locations

2400 Dallas Parkway Ste 100, Plano, TX 75093 • 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
Peak American Financial Group, Inc. Plano TX 12/2008 Present
Peak American Investment Advisors, Inc. Plano TX 07/2020 Present
Other Businesses

Peak American Financial Group; Investment-Related, Indexed Annuities & Life Insurance Sales; Seminar Advisor; 2800 North Dallas Parkway, Ste 360, Plano, TX 75093; Started 12/2008.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-18
  • S65 Uniform Investment Adviser Law Examination
    2020-05-18

View on SEC IAPD

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