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23567 Oak View Drive Suite A, California, MD 20619 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-01 |
Branch Locations
23567 Oak View Drive Suite A, California, MD 20619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2019 | 05/2023 |
| Everlane Inc | San Francisco | CA | 08/2018 | 03/2020 |
| Rb Perry And Associates | Arcadia | CA | 06/2017 | 01/2019 |
| Faith Church | West Covina | CA | 05/2013 | 01/2019 |
| Machineheart Music Llc | Los Angeles | CA | 05/2012 | 01/2019 |
| Innovative Wealth Building Llc | Fort Worth | TX | 05/2023 | Present |
Independant licensed insurance agent; Investment related: Yes; Location: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Independent insurance agent; Position Title: Member; Responsibilities Duties: From time to time may offer insurance products to advisory clients. ; Start date: 2024-01-26; Hours per month during trading hours: 1; Hours per month outside trading hours: 1. Wellbeing Financial, LLC; Owner; Investment related: Yes; Location: Fort Worth TX; Description & Responsibilities Duties: Owner of LLC used to receive compensation for insurance services and leads; Start date: 2024-06-11; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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