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Paul Roos Streiber

Prs Wealth Management

Coppell, TX

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Current Employers
Prs Wealth Management

Coppell, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-17
  • TX RA
    APPROVED
    Since 2018-07-17

Branch Locations

Coppell, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Heritage Financial Planning Dallas TX 08/2010 09/2018
Talis Advisory Services, Llc Plano TX 04/2015 10/2016
Roos Bros. Llc Dba Prs Wealth Management Coppell TX 04/2009 Present
Roos Bros. Llc Dba Prs Wealth Management Coppell TX 07/2018 Present
  • 08/2010 → 09/2018
    Heritage Financial Planning
    Dallas, TX
  • 04/2015 → 10/2016
    Talis Advisory Services, Llc
    Plano, TX
  • 04/2009 → Present
    Roos Bros. Llc Dba Prs Wealth Management
    Coppell, TX
  • 07/2018 → Present
    Roos Bros. Llc Dba Prs Wealth Management
    Coppell, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-25
S66 Uniform Combined State Law Examination 2009-02-17
  • S65 Uniform Investment Adviser Law Examination
    2009-08-25
  • S66 Uniform Combined State Law Examination
    2009-02-17
Designations

View on SEC IAPD

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