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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2021 | 07/2023 |
| Clubcorp | Trophy Club | TX | 05/2019 | 08/2020 |
| Keller Williams Realty | Southlake | TX | 05/2016 | 08/2017 |
| Vaquero Club | Westlake | TX | 05/2017 | 08/2020 |
| University Of Texas At Tyler | Tyler | TX | 08/2018 | 05/2021 |
| Mclennan Community College | Waco | TX | 08/2016 | 04/2018 |
| Curated | Fort Worth | TX | 07/2023 | 12/2023 |
| Sky Creek Ranch Golf Club | Keller | TX | 09/2023 | 01/2024 |
| Principal Life Insurance Company | Fort Worth | TX | 01/2024 | Present |
| Principal Securities, Inc. | Fort Worth | TX | 01/2024 | Present |
| Caltex Wealth Management | Fort Worth | TX | 02/2026 | Present |
| Ascension Benefits & Financial Services | Fort Worth | TX | 04/2026 | Present |
**INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/04/2024 ADDRESS: 6500 West Freeway, Suite 555, Fort Worth TX 76116, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **INSURANCE / CalTex Wealth Management (DBA) POSITION: CalTex Wealth Management NATURE: DI/A&H Insurance, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL Seminars/Educational Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 136 START DATE: 02/01/2026 ADDRESS: 6500 W Fwy, Suite 555, Fort Worth TX 76116, United States DESCRIPTION: DBA. **ASCENSION BENEFITS & FINANCIAL SERVICES (DBA) POSITION: Financial Advisor NATURE: Other* INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 04/17/2026 ADDRESS: 6500 W Fwy, Suite 555, Fort Worth TX 76116, United States DESCRIPTION: Our business provides advice and implementation of financial strategies and solutions for businesses and individuals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-13 |
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