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2041 Avenue F, Bay City, TX 77414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-09-06 |
| TX | RA | APPROVED | 2023-07-17 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farrar Financial Group | Bay City | TX | 06/1991 | 10/2021 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 04/2008 | 04/2023 |
| Houston Texans Football | Houston | TX | 09/2008 | 08/2020 |
| Matagorda Regional Medical Center Foundation | Bay City | TX | 01/2014 | 01/2020 |
| Trilogy University | Bay City | TX | 02/2015 | 08/2020 |
| Champion Data | Houston | TX | 01/2020 | 04/2020 |
| Nfl | Houston | TX | 08/2020 | Present |
| Trilogy Wealth Management, Llc | Bay City | TX | 05/2023 | Present |
1.) NFL - STATISTICIAN - STATISTICIAN - HOUSTON, TX - SINCE 08/2020 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-19 |
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