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6275 West Plano Parkway Suite 500, Frisco, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
6275 West Plano Parkway Suite 500, Frisco, TX 75093 • United States
Acworth, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-15 |
Branch Locations
6275 W Plano Parkway, Suite 500, Plano, TX 76093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vfg Securities, Inc. | Plano | TX | 11/2010 | 11/2017 |
| Vfg Advisors, Inc. | Plano | TX | 01/2011 | 04/2018 |
| Tcm Securities, Inc. | Woodstock | GA | 12/2017 | 07/2019 |
| Triumph Wealth Advisors, Inc. | Woodstock | GA | 04/2018 | Present |
| World Equity Group, Inc. | Arlington Heights | IL | 07/2019 | 11/2024 |
| Leadership Financial Advisors, Llc | Plano | TX | 06/2024 | Present |
(1) INDEPENDENT TEXAS STATE LIFE INSURANCE AGENT & MANAGING PARTNER D/B/A AS LFSG, LLC (LEADERSHIP FINANCIAL GROUP), P.O. BOX 2268, FRISCO, TX 75034. OWNER/AGENT. SALES OF LIFE, HEALTH AND DISABILITY, LONG TERM CARE INSURANCE AND ANNUITY (FIXED / FIXED INDEX) INSURANCE; NINVESTMENT RELATED; APPROX. 20-30 HOURS PER MONTH DEVOTED, 8-16 HOURS PER MONTH DURING SECURITIES TRADING HOURS. (2) TRIUMPH WEALTH ADVISORS, INC.RIA, INVESTMENT RELATED. 2230 TOWNE LAKE PARKWAY, STE. 130, WOODSTOCK, GA. 30189- START DATE: 4/2018. IAR. PROVIDE INVESTMENT ADVISORY SERVICES FOR THIRD PARTY MONEY MANAGERS AND SELL INVESTMENT ADVISORY SERVICES. APPROX. 60-80 HOURS PER MONTH.APPROX. HRS/MO DURING SECURITIES TRADING HOURS: 60-80.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-27 |
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