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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
1910 Pacific Ave Suite 2000 Pmb 1011, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Duncanville | TX | 08/2018 | 12/2021 |
| Primerica Financial Services | Duncanville | TX | 03/2017 | 12/2021 |
| Quik Trip | Grand Prairie | TX | 03/2012 | 05/2019 |
| Allstate Insurance Company | Duncanville | TX | 08/2015 | 01/2018 |
| Insurance Access | Dallas | TX | 01/2020 | Present |
| Integrity Advisory Solutions, Llc | Dallas | TX | 01/2024 | Present |
| Trust Access Firm, Llc | Dallas | TX | 01/2024 | Present |
1. Insurance Access; Investment related; 1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, Texas 75201; Life insurance and P&C insurance sales; Managing agent; 05/19/2019; 10 hours per month; 0 hours during securities trading hours; Assessing client needs, providing policy recommendations, selling insurance policies, processing applications, providing customer service, managing team of insurance agents. 2. Trust Access Firm, LLC; Investment related; 1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, Texas 75201; Estate Planning, Wealth Management & Insurance; Advisor; 01/01/2024; 30 hours per month; 0 hours during securities trading hours; Assessment of financial situation, through reviewing and analyzing a client's financial situation, including assets, liabilities, income, and expenses. Duties also include developing estate plans by creating personalized roadmaps that address their unique needs and circumstances. 3. Fixed insurance business; Investment related; 1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, Texas 75201; Fixed insurance business; Managing General Agent; 05/19/2019; 15 hours per month; 15 hours during securities trading hours; Fixed insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-15 |
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