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Current Employers
Quest Investment Portfolio Management, Limited

Roswell, NM • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-08-11
TX RA APPROVED 2026-08-10
  • NM RA
    APPROVED
    Since 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-10

Branch Locations

Roswell, NM • United States

Denton, TX • United States

Rfg Wealth Advisory

130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-15
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • 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
Unemployed Denton TX 11/2025 06/2026
Rfg Holdings, Inc. Denton TX 06/2026 Present
Kha Accountants Denton TX 11/2012 10/2025
Quest Investment Portfolio Management, Limited Roswell NM 08/2026 Present
Other Businesses

NAME OF OBA: NTX DABBLER, LLC;   ADDRESS OF OBA: DENTON, TX;   NATURE: MANAGEMENT CONSULTING;   INVESTMENT RELATED: NO; TITLE WITH OBA: SOLE MEMBER (PROPRIETOR);   DUTIES: I ADVISE BUSINESS OWNERS ON VARIOUS OPERATIONAL AND STRATEGIC MATTERS;   START DATE: 11/01/2025;   APPROX. NUMBER OF HOURS/MONTH: 5-20;   APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2.5-10  

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27
Other Names
  • Peter Bennett Mccleskey

View on SEC IAPD

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