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2900 Village Parkway Suite 330, Highland Village, TX 75077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-02-10 |
Branch Locations
550 S Watters Rd Suite 253, Allen, TX 75013 • United States
2900 Village Parkway Suite 330, Highland Village, TX 75077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zeiders Enterprises, Inc. | Woodbridge | VA | 09/2012 | 10/2019 |
| Stf Management, Llc | Dallas | TX | 04/2016 | 01/2017 |
| Flexible Plan Investments | Bloomfield Hills | MI | 05/2014 | 05/2018 |
| Stf Management, Llc | Frisco | TX | 05/2018 | 09/2021 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 09/2021 | 10/2022 |
| Lone Star Food Stores | Sherman | TX | 06/2022 | 06/2023 |
| Oak Creek Tennis Center | Carrollton | TX | 07/2022 | 12/2023 |
| Q3 Asset Management | Birmingham | MI | 03/2019 | 02/2022 |
| Financial Security Services Group, Inc. | Highland Village | TX | 02/2023 | Present |
| Parish Episcopal School | Dallas | TX | 02/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
| S66 | Uniform Combined State Law Examination | 2000-06-27 |
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