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Little Elm, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provision Asset, Llc | Little Elm | TX | 01/2020 | Present |
| Provision Retirement, Llc | Little Elm | TX | 03/2019 | Present |
| Hilton Hotels | Dallas | TX | 02/2019 | Present |
| Omni Hotels And Resorts | Frisco | TX | 05/2017 | 02/2019 |
| Highland Dallas Hotel | Dallas | TX | 02/2016 | 05/2017 |
PROVISION RETIREMENT, LLC; 2133 GREGORY CREEK DRIVE, LITTLE ELM, TX 75068; INV-RELATED; INSURANCE SALES; Insurance Agent; START 03/2019; 20 HRS/MO; 5 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-10 |
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