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Current Employers
Lifetime Capital Planning Group Llc

700 Parker Square Road Suite 190, Flower Mound, TX 75028 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-06
TX RA APPROVED 2026-01-06
  • MN RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

700 Parker Square Road Suite 190, Flower Mound, TX 75028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifetime Capital Planning Group Llc Flower Mound TX 01/2026 Present
Full Time Student Brownsville TX 01/2015 05/2024
Lifetime Capital Planning Group Llc Flower Mound TX 07/2025 Present
Self Employed- Contractor Brownsville TX 08/2018 01/2025
Unemployed Brownsville TX 02/2025 06/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-11
  • S65 Uniform Investment Adviser Law Examination
    2025-11-11

View on SEC IAPD

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