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Life, Inc. Retirement Services CRD 173073
$91.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Delaware, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Computer Concepts Inc | Edison | NJ | 03/2025 | Present |
| Ameritek Global Inc | Piscataway | NJ | 08/2016 | 03/2025 |
| Hegemon Group International | Atlanta | GA | 11/2022 | 09/2024 |
| Rjhub Solutions Llc | Mckinney | TX | 03/2022 | 08/2025 |
| Finvest Financials Llc | Mckinney | TX | 06/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
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