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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-03-27 |
Branch Locations
8211 E. Regal Place #100, Tulsa, OK 74133 • United States
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 02/2012 | 03/2024 |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 02/2021 | 03/2024 |
| Advisor Resource Council | Dallas | TX | 03/2024 | Present |
1) Ave Maria Series LLC. Owner. Real Estate, buys, sells, leases property, 6hrs a month, Non-Investment related 2001 W Washington St. Broken Arrow, OK 74012 2) Crump Insurance; Not Investment Related; 2001 W Washington St., Broken Arrow, OK 74012; Insurance and Risk management; Insurance and Risk management;5/2/2024; 40 hrs a month; 10 hrs during trading hrs; i receive insurance commission from Crump Insurance when I place Insurance cases that are part of my clients finanical plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-02 |
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