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700 Parker Square Road Suite 190, Flower Mound, TX 75028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
700 Parker Square Road Suite 190, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-11 |
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