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Lorri L Jefferson

Vision Tech Financial Advisors

Pinehurst, TX

Pinehurst, TX

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Current Employers
Vision Tech Financial Advisors

Pinehurst, TX • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-13
LA RA APPROVED 2021-02-22
TX RA APPROVED 2020-11-02
  • OK RA
    APPROVED
    Since 2025-01-13
  • LA RA
    APPROVED
    Since 2021-02-22
  • TX RA
    APPROVED
    Since 2020-11-02

Branch Locations

Pinehurst, TX • United States

Pinehurst, 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
Vision Tech Group Llc Pinehurst TX 10/2020 Present
Vision Tech Group Llc Pinehurst TX 11/2019 Present
Hp Inc. Houston TX 05/1995 09/2020
  • 10/2020 → Present
    Vision Tech Group Llc
    Pinehurst, TX
  • 11/2019 → Present
    Vision Tech Group Llc
    Pinehurst, TX
  • 05/1995 → 09/2020
    Hp Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-25
  • S65 Uniform Investment Adviser Law Examination
    2020-09-25

View on SEC IAPD

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