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6540 Alliance Drive Suite 120, Rockwall, TX 75032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
6540 Alliance Drive Suite 120, Rockwall, TX 75032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Step Chiropratic, P.A. | Rowlett | TX | 09/2005 | Present |
| Genesis Back And Neck | Rowlett | TX | 09/2022 | Present |
| Crestview Wealth Management Llc | Rockwall | TX | 11/2024 | Present |
1) INSURANCE AGENT- INVESTMENT RELATED, ROCKWALL, TEXAS, INSURANCE SALES, AGENT, DECEMBER 2024, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. 2) VITAL COACHING, L.L.C., NOT INVESTMENT RELATED, ROCKWALL, TEXAS, PROPERTY MANAGEMENT, PRESIDENT, <2 HOURS PER MONTH, ALL DURING TRADING HOURS, MANAGING RENTAL CABIN BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-03 |
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