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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
6500 River Place Blvd, Building 7 Suite 250, Austin, TX 78730 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimfina Llc | Austin | TX | 12/2017 | Present |
| Einal International Corp. | Road Town | 11/2011 | 10/2017 | |
| Coppell Advisory Solutions Llc | Coppell | TX | 05/2025 | Present |
Dimafina LLC - Passive real estate investments, business consulting, provision of commercial loans to real estate investors Elite Assurance Team - appointed to the insurance companies through them; they may reimburse mastermind membership fees depending on production. Simplicity Insurmark - If appointed to the insurance companies through them, they may reimburse some marketing expenses depending on production. Simplicity Financial Marketing Inc. - FA - If appointed to the insurance companies through them, they may reimburse some marketing expenses depending on production.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
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