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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2018-09-28 |
Branch Locations
7977 Gladys Avenue, Beaumont, TX 77706 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Beaumont | TX | 08/2018 | Present |
| Security & Wealth Management, Llc | Beaumont | TX | 05/2011 | Present |
(1) SECURITY & WEALTH MANAGEMENT INC.; INVESTMENT RELATED; 7977 GLADYS AVENUE, BEAUMONT, TX 77706; INSURANCE AND INVESTMENT ADVISORY; ADMINISTRATOR AND SECRETARY; STARTED 05/2011; 120 HOURS DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROCESS PAPERWORK, ASSIST CLIENTS, OFFER INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. (2) PHYSICIANS MUTUAL INSURANCE COMPANY; INVESTMENT RELATED; 87 IH 10 NORTH, SUITE 101, BEAUMONT, TX 77707; INSURANCE AND ANNUITY SERVICES; INSURANCE AGENT; STARTED 08/2001; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFERED INSURANCE SERVICES. I only receive monthly renewal commission checks from the business that was sold under my name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
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