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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bth Bank Na | Longview | TX | 01/2013 | 01/2019 |
| Abe Franchising Llc | Longview | TX | 01/2019 | 03/2021 |
| Raymond James Financial Services Inc | Longview | TX | 04/2021 | 08/2021 |
| Raymond James Financial Services Advisers | Longview | TX | 07/2021 | 08/2021 |
| Lpl Financial | Longview | TX | 08/2021 | 06/2023 |
| Sagepoint Financial, Inc. | Longview | TX | 06/2023 | 09/2023 |
| Osaic Wealth, Inc. | Longview | TX | 09/2023 | Present |
1. JBA FINANCIAL SERVICES POSITION: Producer NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/14/2023 ADDRESS: 2110 Horseshoe Lane, Longview TX 75605, United States; DESCRIPTION: DESCRIPTION: life and health insurance sales 2. JBA FINANCIAL SERVICES POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/14/2023 ADDRESS: 2110 Horseshoe Ln, Longview TX 75605, United States DESCRIPTION: Life and Health Insurance Sales 3. ELITE DANCE CENTER, LLC POSITION: Treasurer NATURE: Elite Dance Center, LLC is a Dance Instruction Studio that is owned 50% by my wife, Katherine Quinn. I receive no direct compensation, nor am I an owner of the company. I am now listed as an officer in the formal Entity Documents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 4905 Judson Rd, Longview TX 75605, United States DESCRIPTION: No official duties in the ongoing operations of the business. I am listed as an officer due to my marriage to one of the co-owners, as is the spouse of the other co-owner. 4. 4MT INVESTMENTS, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 2110 Horseshoe Ln, Longview TX 75605-5628, United States DESCRIPTION: Managing Member. Business expenses are run through 4MT Investments for Michael Black and Clint Quinn. Michael and Clint are business partners and share a book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-13 |
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