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735 Plaza Blvd. Suite 100, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfo4Life | Coppell | TX | 04/2013 | 03/2017 |
| Ausdal Financial Partners | Davenport | IA | 07/2013 | Present |
| Cfo4Life Group, Llc | Coppell | TX | 03/2017 | Present |
1) ACTIVITY: TAX AND BUSINESS CONSULTING SERVICES NAME AND ADDRESS OF BUSINESS: LMBC II, 735 PLAZA BLVD., SUITE 100, COPPELL, TX 75019 NATURE OF BUSINESS: NON INVESTMENT RELATED; TAX PREPARATION SERVICES, BUSINESS CONSULTING POSITION/TITLE/ASSOCIATION & DUTIES: TAX PREPARATION AND BUSINESS CONSULTING START DATE OF ACTIVITY: APRIL 2013 COMPENSATION: SALARY FROM CFO4LIFE TIME SPENT: APPROXIMATELY 5 HOURS SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 5 HOURS SPENT PER MONTH 2) ACTIVITY: NOTARY PUBLIC IN THE STATE OF TEXAS NAME AND ADDRESS OF BUSINESS: CFO4LIFE, 735 PLAZA BLVD., SUITE 100, COPPELL, TX 75019 NATURE OF BUSINESS: NON INVESTMENT RELATED; NOTARIZE DOCUMENTS POSITION/TITLE/ASSOCIATION & DUTIES: NOTARY; NOTARIZE DOCUMENTS FOR CLIENTS START DATE OF ACTIVITY: NOVEMBER 2010 COMPENSATION: NONE TIME SPENT: APPROXIMATELY 1 HOUR SPENT PER MONTH TIME SPENT DURING TRADING HOURS: APPROXIMATELY 1 HOUR SPENT PER MONTH 3) CFO4LIFE GROUP, LLC; INVESTMENT-RELATED; COPPELL, TX; REGISTERED INVESTMENT ADVISOR; PLANNING ASSOCIATE; ACTIVITY BEGAN 03/2017; 137 HOURS PER MONTH; 130 HOURS PER MONTH DURING TRADING HOURS; SERVICE ADVISOR; 4) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED ASSISTANT; ACTIVITY BEGAN 07/2013; 58 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-14 |
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