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7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-17 |
Branch Locations
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altitude Business Group | Lansing | MI | 07/2016 | 09/2016 |
| Keller Ford | Grand Rapids | MI | 09/2016 | 11/2018 |
| Usa Financial | Ada | MI | 11/2018 | 11/2021 |
| New York Life Ins Co | Grand Rapids | MI | 12/2021 | 03/2022 |
| Nylife Securities Llc | Grand Rapids | MI | 12/2021 | 03/2022 |
| Brogan Financial, Inc. | Knoxville | TN | 09/2023 | 06/2025 |
| Brogan Financial Insurance Planning | Knoxville | TN | 09/2023 | 06/2025 |
| Rocket Mortgage | Rockford | MI | 03/2022 | 07/2023 |
| Forefront | Austin | TX | 06/2025 | Present |
| Chalk Money | Grand Rapids | MI | 06/2025 | Present |
| Grayson Subaru | Knoxville | TN | 01/2025 | 08/2025 |
| First Capital Mortgage, Inc. | Knoxville | TN | 07/2025 | Present |
| American Heritage Lending | Irvine | CA | 06/2025 | 04/2026 |
| Eca Marketing Inc | Eden Prairie | MN | 04/2025 | Present |
| Simplicity Minneapolis | Minneapolis | MN | 01/2024 | Present |
1. ECA Marketing Inc.; not investment related; 7800 Equitable Drive, Ste. 200, Eden Prairie, MN; Insurance Agency; Insurance Planner; April 1,2025; 16 hours a month, during security hours; Selling insurance products. // 2. Simplicity Minneapolis; 3600 American Blvd W, Suite 700, Minneapolis, MN 55431; Insurance Agency; Insurance Planner; Jan 1, 2024; 16 hours a month, during security hours; Selling insurance products. // 3. First Capital Mortgage, Inc.; 200 Prosperity Drive; Knoxville, TN 37923; Mortgages; Mortgage Planner; July 7, 2025; 8 hours a month, during security hours; Providing mortgage services for purchase, refi, investment, or commercial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-03 |
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