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12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-09-06 |
| NM | RA | APPROVED | 2009-03-19 |
Branch Locations
12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certified Financial Strategies Corp. | Dallas | TX | 01/1990 | Present |
| Roger Asel, Sole Proprietor | Dallas | TX | 04/1977 | 12/2024 |
| Certified Financial Strategies Corp. | Dallas | TX | 01/2025 | Present |
ROGER S. ASEL,CPA; NON- INVESTMENT RELATED; 12700 HILLCREST RD., STE. 210, DALLAS TX 75230; TAX PREPARATION, SMALL BUSINESS CONSULTING AND ACCOUNTING SERVICES THROUGH CFS; 01/2025; APPROXIMATELY 28.59 HOURS A MONTH AND 0 MINUTES DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-14 |
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