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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-09 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas At El Paso | El Paso | TX | 10/2011 | 09/2022 |
| West Virginia University | Morgantown | WV | 10/2022 | 09/2025 |
| Core Planning, Llc | Ofallon | MO | 11/2025 | Present |
The name of the business is Texel Compass. I have a part of my business that offers business consulting services. Mainly assisting with starting a business, but will eventually expand into other business solutions for entrepreneurs and business owners. It is not investment-related. I am conducting my financial advising practice under Texel Compass as well. I am the founder of the company. The business was created on August 5, 2024. I have not signed any clients, so no particular set of hours per week for the business. I have equally put the same amount of effort into the business consulting side as the financial advising side. I will be providing the business consulting services myself. Address: 110 Main St, Beckley, WV 25801
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
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