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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
6371 Preston Rd. #150, Frisco, TX 75034 • United States
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envoy Air | Irving | TX | 07/2019 | 09/2021 |
| City Of Carrollton Police Department | Carrollton | TX | 02/2004 | 05/2019 |
| Independent Financial Partners | Frisco | TX | 05/2021 | 02/2023 |
| Phi Air Medical | Phoenix | AZ | 09/2021 | Present |
| Retirement Plan Advisors, Llc | Chicago | IL | 03/2023 | Present |
(1) Lamb of God Lutheran Church (Non-Investment Related) - 1401 Cross Timbers Road, Flower Mound, Texas 75028 - Religious, Tax-Exempt Organization - Member, Board of Elders - Member since 2004 - 5-8 hours per month; no hours during securities trading hours - As Elder, assist the Pastor(s) with care, well being, and spiritual growth of assigned members of the congregation. Work with Pastor(s), staff, and Board of Elders to make recommendations on the conduct of worship services as related to spiritual content, doctrinal conduct, and facility safety. (2) PHI Air Medical; Non Investment Related; September 7, 2021; 2800 N. 44th Street Suite 800 Phoenix, AZ 85008; Helicopter Air Ambulance Provider; Pilot; 160 hrs/mo; 40 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-28 |
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