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16414 San Pedro Avenue Suite 520, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
Branch Locations
8940 Fourwinds Dr Ste 311, Windcrest, TX 78239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors, Llc | Windcrest | TX | 08/2021 | 01/2024 |
| Compass Financial Group | Windcrest | TX | 10/2023 | Present |
| Self - Independent Insurance Sales | Windcrest | TX | 01/2009 | Present |
(1.) Independent Insurance Agent, business is investment related. Address: 8940 Fourwinds Dr. Ste 311 Windcrest, TX 78239. Life Insurance and fixed annuity sales. Dates: 01/2009-Current. Time devoted to each month: approximately 80 hrs, 60 of which are during securities trading hours. Independent sales including term life, universal life and fixed indexed annuities. (2.) Eagle Team Financial Pros, LLC. Business is investment related. Address: 563 Bielenberg Dr. Ste. 105 Woodbury, MN 55125. Business is an LLC and I am an independent agent. Life insurance and fixed annuity sales. Dates: 12/2015-Current. Time devoted to each month: approximately 80 hrs, 60 of which are during securities trading hours. Eagle Team is my Independent Marketing Organization for Insurance Sales. I do not receive compensation from Eagle Team (3.) Celliday, LLC; non investment related; address: 8940 Fourwinds Dr. Ste 311 Windcrest, TX 78239; June 2009 Member/Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-15 |
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