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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallas Police Department | Dallas | TX | 10/2005 | 04/2019 |
| Brothers And Sisters Trucking Company Llc | Dallas | TX | 05/2019 | 10/2019 |
| Simone Cockrell (Self Employed) | Glenn Heights | TX | 03/2019 | 03/2024 |
| Fed Ex | Irving | TX | 02/2021 | 07/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2021 | 03/2024 |
| Team 4 U | Plano | TX | 09/2020 | 03/2024 |
| Teachers Financial Services | Plano | TX | 09/2020 | 03/2024 |
| Modern Woodmen Of America | Rock Island | IL | 01/2024 | Present |
| Mwa Financial Services Inc | Rock Island | IL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
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