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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
2005 Chisholm Trail, Grand Prairie, TX 75052 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Asset Management, Llc | San Antonio | TX | 01/2026 | Present |
| Edward Jones | St Louis | MO | 04/2019 | 11/2024 |
| Unemployed | Grand Prairie | TX | 12/2018 | 03/2019 |
| Hms | Irving | TX | 08/2016 | 11/2018 |
| Unemployed | Grand Prarie | TX | 11/2024 | 04/2025 |
| Farmers Financial Solutions | San Antonio | TX | 04/2025 | Present |
| Farmers Insurance | San Antonio | TX | 04/2025 | Present |
FARMERS INSURANCE POSITION: Financial Services Agent NATURE: Financial Services-Life Insurance To sell, solicit, and service insurance exclusively for Farmers Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 04/11/2025 ADDRESS: San Antonio TX 78249, United States DESCRIPTION: Call potential customers to discuss life insurance needs Sell and write life insurance policies Schedule and perform reviews for Farmers customers with life insuranceto ensure protection is in line with customers needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-17 |
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