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2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
| PA | RA | APPROVED | 2020-01-02 |
| TX | RA | APPROVED | 2020-01-02 |
Branch Locations
2400 Dallas Parkway Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano | TX | 11/2019 | Present |
| Peak American Financial Group, Inc. | Plano | TX | 11/2018 | Present |
| Unemployed | Frisco | TX | 01/2001 | 11/2018 |
| Peak American Financial Companies, Inc. | Plano | TX | 07/2020 | Present |
1. Peak American Financial Group, Inc, started 11/2018, Director of Human Resources and Compliance, Director, Secretary, investment-related; 2800 North Dallas Parkway #360, Plano TX 75093 2. Lori Dunn does have a Texas General Lines insurance license 3. Peak American Financial Companies, Inc, Director and Secretary; not investment-related; 2800 North Dallas Parkway #360, Plano TX 75093
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
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