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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-28 |
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 | 04/2021 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 06/2016 | Present |
Peak American Financial Group, Inc.; investment-related; 2800 North Dallas Parkway, #360, Plano, Texas; insurance sales; Seminar Advisor; started June 2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-19 |
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