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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2022-08-01 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano | TX | 07/2020 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 09/2016 | Present |
| Colonial Life | East Lansing | MI | 01/2016 | 09/2016 |
Peak American Financial Group, Inc.; investment-related; 2400 Dallas Parkway, STE 100, Plano, TX; insurance sales; Licensed Insurance Agent; started 9/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
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